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 | Investment management; Distribution (... | $57,721 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $75 |
NATIONAL FINANCIAL SERVICES7+ 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 | $66,767 | $94,833-29.6% | $75,696-11.8% | $86,799-23.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 13.16% | 16.91%-3.8pp | 104.53%-91.4pp | 97.91%-84.7pp |
| Employer contribution / active EE | $5,851 | $2,904+101.5% | $2,743+113.3% | $2,405+143.2% |
| Participant deferral / active EE | $7,992 | $3,632+120.1% | $3,821+109.1% | $4,131+93.5% |
| Admin fee / account holder | $107 | $109-1.9% | $3,619-97.1% | $170-37.1% |