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 |
|---|---|---|
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $34,131 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $362 |
Service code 37 · EIN 04-2647786 | Loan Processing | $181 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,370 | $50,385-25.8% | $75,670-50.6% | $62,292-40.0% |
| Participation rate | 71.5% | 67.7%+3.8pp | 72.3%-0.8pp | 69.5%+2.0pp |
| Annual return | 9.88% | 19.90%-10.0pp | 27.34%-17.5pp | 28.90%-19.0pp |
| Employer contribution / active EE | $863 | $1,537-43.9% | $2,352-63.3% | $2,042-57.7% |
| Participant deferral / active EE | $2,410 | $2,445-1.4% | $3,142-23.3% | $3,169-23.9% |
| Admin fee / account holder | $28 | $384-92.6% | $5,800-99.5% | $479-94.1% |