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 and information managem... | $47,268 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,535 | $82,978-52.4% | $130,231-69.6% | $74,419-46.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 76.3%+23.7pp | 70.7%+29.3pp |
| Annual return | 14.85% | 123.05%-108.2pp | 38.77%-23.9pp | 34.38%-19.5pp |
| Employer contribution / active EE | $2,495 | $3,391-26.4% | $4,126-39.5% | $2,637-5.4% |
| Participant deferral / active EE | $2,964 | $5,370-44.8% | $6,799-56.4% | $4,528-34.5% |
| Admin fee / account holder | $52 | $354-85.2% | $6,020-99.1% | $348-84.9% |