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 9-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 (... | $17,393 |
NATIONAL FINANCIAL SERVICES9+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,152 | $55,415-60.0% | $155,509-85.8% | $74,495-70.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 21.79% | 268.50%-246.7pp | 64.67%-42.9pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $497 | $2,267-78.1% | $4,672-89.4% | $2,623-81.0% |
| Participant deferral / active EE | $2,565 | $2,836-9.6% | $5,626-54.4% | $4,346-41.0% |
| Admin fee / account holder | $70 | $1,738-96.0% | $15,912-99.6% | $1,942-96.4% |