Filed November 17, 2021 (most recent of 4 filings on file)
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; Float reve... | $85,017 |
NATIONAL FINANCIAL SERVICES7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,579 | $111,491-7.1% | $189,513-45.3% | $86,799+19.3% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.8%+10.0pp | 72.3%+25.6pp |
| Annual return | 13.40% | 83.50%-70.1pp | 555.15%-541.8pp | 97.91%-84.5pp |
| Employer contribution / active EE | $4,802 | $3,951+21.5% | $6,162-22.1% | $2,405+99.6% |
| Participant deferral / active EE | $6,073 | $6,437-5.6% | $8,221-26.1% | $4,131+47.0% |
| Admin fee / account holder | $104 | $189-45.0% | $12,045-99.1% | $170-38.8% |