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);... | $7,729 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $14,679 | $55,415-73.5% | $155,509-90.6% | $74,495-80.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.01% | 268.50%-252.5pp | 64.67%-48.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,304 | $2,267-42.5% | $4,672-72.1% | $2,623-50.3% |
| Participant deferral / active EE | $1,571 | $2,836-44.6% | $5,626-72.1% | $4,346-63.8% |
| Admin fee / account holder | $42 | $1,738-97.6% | $15,912-99.7% | $1,942-97.8% |