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 | Investment management; Recordkeeping ... | $133,514 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,603 | $29,516-40.4% | $77,482-77.3% | $90,288-80.5% |
| Participation rate | 100.0% | 33.7%+66.3pp | 54.2%+45.8pp | 73.4%+26.6pp |
| Annual return | 8.13% | 231.18%-223.0pp | 54.79%-46.7pp | 53.97%-45.8pp |
| Employer contribution / active EE | $765 | $381+100.8% | $986-22.5% | $2,524-69.7% |
| Participant deferral / active EE | $2,322 | $944+145.9% | $1,861+24.7% | $4,232-45.1% |
| Admin fee / account holder | $50 | $106-52.6% | $2,858-98.2% | $114-56.0% |