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 | Sales loads (front end and deferred);... | $9,412 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 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 | $14,816 | $37,117-60.1% | $147,614-90.0% | $55,191-73.2% |
| Participation rate | 59.5% | 63.6%-4.1pp | 84.6%-25.1pp | 69.2%-9.7pp |
| Annual return | 0.37% | 3.44%-3.1pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,132 | $1,985-43.0% | $4,895-76.9% | $3,046-62.8% |
| Admin fee / account holder | $32 | $86-62.8% | $11,611-99.7% | $91-65.0% |