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);... | $83,557 |
WARNER FINANCIAL, INC.1 year Service code 16 · EIN 20-2676231 | Consulting | $30,188 |
KIDDER BENEFITS1 year Filed as: KIDDER ADVISORS, LLC Service code 16 · EIN 59-3331424 | Consulting | $26,911 |
NATIONAL FINANCIAL SERVICES2 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 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 | $76,553 | $73,404+4.3% | $87,100-12.1% | $67,579+13.3% |
| Participation rate | 91.4% | 80.9%+10.5pp | 76.9%+14.5pp | 71.3%+20.1pp |
| Annual return | 31.38% | 48.29%-16.9pp | 28.19%+3.2pp | 378.56%-347.2pp |
| Employer contribution / active EE | $4,357 | $2,014+116.3% | $2,521+72.8% | $2,148+102.9% |
| Participant deferral / active EE | $7,816 | $3,913+99.8% | $4,049+93.1% | $3,539+120.8% |
| Admin fee / account holder | $145 | $142+2.1% | $7,497-98.1% | $142+1.6% |