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 | Claims processing; Participant commun... | $107,948 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $15,671 | $26,906-41.8% | $61,373-74.5% | $77,904-79.9% |
| Participation rate | 95.9% | 33.4%+62.5pp | 52.6%+43.3pp | 73.7%+22.2pp |
| Annual return | -8.87% | -14.46%+5.6pp | 338.61%-347.5pp | 12.21%-21.1pp |
| Employer contribution / active EE | $697 | $521+33.8% | $1,159-39.9% | $2,848-75.5% |
| Participant deferral / active EE | $2,382 | $1,180+101.8% | $2,125+12.1% | $4,806-50.4% |
| Admin fee / account holder | $38 | $117-67.4% | $2,130-98.2% | $133-71.2% |