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 fees; Distribution (12b... | $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 | $66,444+105.7% | $120,225+13.7% | $79,634+71.6% |
| Participation rate | 67.1% | 42.8%+24.3pp | 69.6%-2.5pp | 62.5%+4.6pp |
| Annual return | 17.55% | 53.37%-35.8pp | 439.23%-421.7pp | 36.46%-18.9pp |
| Employer contribution / active EE | $4,743 | $1,860+155.0% | $3,475+36.5% | $2,529+87.5% |
| Participant deferral / active EE | $7,377 | $2,798+163.7% | $3,999+84.5% | $3,835+92.4% |
| Admin fee / account holder | $62 | $1,295-95.2% | $5,696-98.9% | $1,002-93.8% |