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... | $154,989 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,176 | $39,443+55.1% | $73,545-16.8% | $80,976-24.5% |
| Participation rate | 8.4% | 35.9%-27.5pp | 54.9%-46.5pp | 68.3%-59.8pp |
| Annual return | 15.29% | 18.39%-3.1pp | -15.16%+30.5pp | 22.91%-7.6pp |
| Employer contribution / active EE | $235 | $463-49.3% | $1,219-80.8% | $2,402-90.2% |
| Participant deferral / active EE | $468 | $1,131-58.6% | $1,806-74.1% | $3,848-87.8% |
| Admin fee / account holder | $117 | $72+62.6% | $2,320-94.9% | $67+74.1% |