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 | Investment management; Finders' fees ... | $15,313 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,059 | $60,545-23.9% | $92,233-50.1% | $69,631-33.9% |
| Participation rate | 27.7% | 72.2%-44.5pp | 76.5%-48.8pp | 70.7%-43.0pp |
| Annual return | 13.01% | 19.71%-6.7pp | 176.28%-163.3pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $439 | $2,633-83.3% | $3,679-88.1% | $2,032-78.4% |
| Participant deferral / active EE | $1,397 | $2,828-50.6% | $3,897-64.2% | $3,224-56.7% |
| Admin fee / account holder | $137 | $145-5.5% | $5,194-97.4% | $110+23.8% |