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 | Distribution (12b-1) fees; Recordkeep... | $69,202 |
NATIONAL FINANCIAL SERVICES3+ 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 | $54,819 | $72,448-24.3% | $118,746-53.8% | $69,631-21.3% |
| Participation rate | 97.2% | 79.7%+17.5pp | 78.3%+18.9pp | 70.7%+26.5pp |
| Annual return | 19.98% | 19.06%+0.9pp | 24.54%-4.6pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $1,777 | $3,771-52.9% | $4,193-57.6% | $2,032-12.5% |
| Participant deferral / active EE | $4,945 | $4,9430% | $5,332-7.3% | $3,224+53.4% |
| Admin fee / account holder | $58 | $99-41.1% | $10,720-99.5% | $110-47.3% |