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 10-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 | Float revenue; Sales loads (front end... | $169,615 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $44,000 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $41,568 | $39,819+4.4% | $67,834-38.7% | $57,658-27.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 8.17% | 9.19%-1.0pp | 138.47%-130.3pp | 5.13%+3.0pp |
| Employer contribution / active EE | $2,657 | $1,277+108.1% | $2,403+10.6% | $1,974+34.6% |
| Participant deferral / active EE | $3,827 | $2,209+73.2% | $3,160+21.1% | $3,061+25.0% |
| Admin fee / account holder | $270 | $84+223.4% | $4,622-94.2% | $95+186.0% |