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 | Recordkeeping and information managem... | $29,327 |
NATIONAL FINANCIAL SERVICES9+ 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 | $49,375 | $107,459-54.1% | $135,903-63.7% | $80,160-38.4% |
| Participation rate | 96.8% | 78.0%+18.8pp | 81.9%+14.9pp | 72.9%+23.9pp |
| Annual return | 18.18% | 91.91%-73.7pp | 68.23%-50.1pp | 40.38%-22.2pp |
| Employer contribution / active EE | $2,827 | $3,877-27.1% | $4,856-41.8% | $2,978-5.0% |
| Participant deferral / active EE | $8,596 | $8,195+4.9% | $7,758+10.8% | $5,017+71.3% |
| Admin fee / account holder | $16 | $127-87.7% | $10,762-99.9% | $145-89.2% |