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... | $75,172 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,452 | $58,879-24.5% | $178,490-75.1% | $73,488-39.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.00% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $4,410 | $2,236+97.2% | $5,011-12.0% | $2,270+94.2% |
| Participant deferral / active EE | $4,381 | $2,567+70.6% | $5,202-15.8% | $3,740+17.1% |
| Admin fee / account holder | $114 | $400-71.6% | $13,984-99.2% | $513-77.8% |