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 | Investment management; Float revenue;... | $22,558 |
NATIONAL FINANCIAL SERVICES8+ 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 | $37,996 | $95,388-60.2% | $125,339-69.7% | $77,904-51.2% |
| Participation rate | 96.0% | 78.6%+17.4pp | 82.4%+13.6pp | 73.7%+22.3pp |
| Annual return | -14.76% | 116.19%-130.9pp | 572.05%-586.8pp | 12.21%-27.0pp |
| Employer contribution / active EE | $2,027 | $3,666-44.7% | $4,814-57.9% | $2,848-28.8% |
| Participant deferral / active EE | $6,210 | $7,711-19.5% | $7,446-16.6% | $4,806+29.2% |
| Admin fee / account holder | $11 | $119-90.6% | $10,010-99.9% | $133-91.5% |