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... | $25,928 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $136,675 | $65,241+109.5% | $126,539+8.0% | $85,563+59.7% |
| Participation rate | 67.1% | 48.6%+18.5pp | 69.8%-2.7pp | 66.0%+1.1pp |
| Annual return | 17.55% | 42.19%-24.6pp | 425.95%-408.4pp | 31.51%-14.0pp |
| Employer contribution / active EE | $4,743 | $1,937+144.8% | $3,674+29.1% | $2,654+78.8% |
| Participant deferral / active EE | $7,377 | $3,032+143.3% | $4,083+80.7% | $4,375+68.6% |
| Admin fee / account holder | $62 | $1,031-94.0% | $6,065-99.0% | $834-92.6% |