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 | Distribution (12b-1) fees; Sales load... | $8,959 |
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 | $164,440 | $127,481+29.0% | $149,696+9.8% | $90,288+82.1% |
| Participation rate | 93.9% | 78.2%+15.7pp | 82.5%+11.5pp | 73.4%+20.6pp |
| Annual return | 18.99% | 57.78%-38.8pp | 276.60%-257.6pp | 53.97%-35.0pp |
| Employer contribution / active EE | $8,228 | $3,448+138.6% | $4,644+77.2% | $2,524+226.0% |
| Participant deferral / active EE | $14,279 | $6,975+104.7% | $6,842+108.7% | $4,232+237.4% |
| Admin fee / account holder | $5 | $152-96.5% | $9,309-99.9% | $114-95.3% |