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; Participan... | $76,171 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,955 | $61,272-20.1% | $149,673-67.3% | $71,457-31.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.40% | 35.85%-19.4pp | 134.42%-118.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $5,596 | $2,378+135.3% | $4,818+16.2% | $2,588+116.3% |
| Participant deferral / active EE | $4,427 | $2,917+51.8% | $5,680-22.1% | $4,289+3.2% |
| Admin fee / account holder | $111 | $1,261-91.2% | $13,210-99.2% | $1,587-93.0% |