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 | Account maintenance fees; Claims proc... | $9,409 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $29,345 | $75,388-61.1% | $123,544-76.2% | $55,725-47.3% |
| Participation rate | 91.5% | 75.7%+15.8pp | 82.3%+9.2pp | 70.9%+20.7pp |
| Annual return | -6.42% | 4.48%-10.9pp | 119.20%-125.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,456 | $3,063-52.5% | $4,628-68.5% | $2,078-29.9% |
| Participant deferral / active EE | $4,432 | $5,651-21.6% | $6,426-31.0% | $3,356+32.1% |
| Admin fee / account holder | $8 | $120-93.3% | $9,284-99.9% | $115-93.0% |