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 | Direct payment from the plan; Recordk... | $116,191 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $18,068 | $36,939-51.1% | $80,716-77.6% | $93,030-80.6% |
| Participation rate | 100.0% | 32.6%+67.4pp | 54.2%+45.8pp | 73.9%+26.1pp |
| Annual return | 11.43% | 17.55%-6.1pp | 87.28%-75.8pp | 158.70%-147.3pp |
| Employer contribution / active EE | $561 | $455+23.3% | $1,160-51.6% | $2,706-79.3% |
| Participant deferral / active EE | $1,853 | $1,044+77.5% | $2,146-13.7% | $4,562-59.4% |
| Admin fee / account holder | $44 | $162-73.1% | $3,380-98.7% | $152-71.3% |