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);... | $165,963 |
NATIONAL FINANCIAL SERVICES4+ 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 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 | $57,926 | $27,522+110.5% | $71,086-18.5% | $68,904-15.9% |
| Participation rate | 9.2% | 34.5%-25.3pp | 54.7%-45.4pp | 74.1%-64.9pp |
| Annual return | -3.73% | -0.07%-3.7pp | 650.59%-654.3pp | 1.07%-4.8pp |
| Employer contribution / active EE | $260 | $325-19.8% | $1,088-76.1% | $2,540-89.8% |
| Participant deferral / active EE | $532 | $835-36.2% | $1,874-71.6% | $4,015-86.7% |
| Admin fee / account holder | $127 | $67+88.1% | $3,082-95.9% | $71+78.0% |