See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $2,356 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,118 | $56,443+68.5% | $83,848+13.4% | $55,725+70.7% |
| Participation rate | 97.4% | 72.0%+25.4pp | 76.1%+21.3pp | 70.9%+26.5pp |
| Annual return | -5.21% | 393.67%-398.9pp | 850.88%-856.1pp | 244.93%-250.1pp |
| Employer contribution / active EE | $6,534 | $2,682+143.7% | $3,631+80.0% | $2,078+214.4% |
| Participant deferral / active EE | $2,892 | $2,965-2.5% | $4,082-29.2% | $3,356-13.8% |
| Admin fee / account holder | $6 | $156-96.0% | $5,478-99.9% | $115-94.6% |