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 | Participant communication; Float reve... | $16,133 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,688 | $127,481-63.4% | $149,696-68.8% | $90,288-48.3% |
| Participation rate | 92.7% | 78.2%+14.5pp | 82.5%+10.2pp | 73.4%+19.3pp |
| Annual return | 21.92% | 57.78%-35.9pp | 276.60%-254.7pp | 53.97%-32.0pp |
| Employer contribution / active EE | $2,170 | $3,448-37.1% | $4,644-53.3% | $2,524-14.0% |
| Participant deferral / active EE | $6,871 | $6,975-1.5% | $6,842+0.4% | $4,232+62.3% |
| Admin fee / account holder | $11 | $152-92.6% | $9,309-99.9% | $114-90.1% |