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 | Recordkeeping fees; Recordkeeping and... | $111,563 |
NATIONAL FINANCIAL SERVICES8 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 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 | $42,426 | $57,610-26.4% | $154,803-72.6% | $102,872-58.8% |
| Participation rate | 100.0% | 59.5%+40.5pp | 78.1%+21.9pp | 73.0%+27.0pp |
| Annual return | 12.45% | 30.49%-18.0pp | 58.88%-46.4pp | 19.06%-6.6pp |
| Employer contribution / active EE | $797 | $1,883-57.7% | $4,305-81.5% | $3,526-77.4% |
| Participant deferral / active EE | $3,533 | $2,914+21.2% | $5,540-36.2% | $5,535-36.2% |
| Admin fee / account holder | $73 | $368-80.3% | $14,329-99.5% | $292-75.1% |