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 | Participant communication; Account ma... | $107,088 |
NATIONAL FINANCIAL SERVICES8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,282 | $72,482-38.9% | $129,110-65.7% | $64,808-31.7% |
| Participation rate | 98.7% | 79.2%+19.5pp | 77.3%+21.5pp | 71.5%+27.3pp |
| Annual return | -16.07% | -9.08%-7.0pp | -10.94%-5.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $4,996 | $4,247+17.6% | $5,052-1.1% | $2,506+99.4% |
| Participant deferral / active EE | $9,809 | $5,679+72.7% | $6,542+49.9% | $4,310+127.6% |
| Admin fee / account holder | $63 | $144-56.1% | $14,302-99.6% | $188-66.2% |