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 | Recordkeeping and information managem... | $124,512 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,258 | $80,211-83.5% | $74,183-82.1% | $63,975-79.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 9.20% | 14.13%-4.9pp | 17.74%-8.5pp | 48.65%-39.5pp |
| Employer contribution / active EE | $1,912 | $2,553-25.1% | $2,370-19.3% | $2,182-12.4% |
| Participant deferral / active EE | $1,581 | $4,370-63.8% | $3,550-55.5% | $3,356-52.9% |
| Admin fee / account holder | $62 | $67-7.7% | $5,586-98.9% | $70-11.9% |