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 6-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 |
|---|---|---|
TAYLOR SECURITIES1+ years Service code 27 · EIN 62-1254593 | Advisory (Plan) | $17,953 |
NATIONWIDE1+ years Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $16,375 |
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 | $29,911 | $99,957-70.1% | $149,696-80.0% | $73,488-59.3% |
| Participation rate | 88.0% | 75.7%+12.3pp | 82.5%+5.6pp | 70.7%+17.4pp |
| Annual return | 30.55% | 53.87%-23.3pp | 276.60%-246.1pp | 28.51%+2.0pp |
| Employer contribution / active EE | $1,860 | $3,191-41.7% | $4,644-60.0% | $2,270-18.1% |
| Participant deferral / active EE | $6,473 | $6,073+6.6% | $6,842-5.4% | $3,740+73.1% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |