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 | Sales loads (front end and deferred);... | $124,960 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $67,505 | $102,197-33.9% | $142,449-52.6% | $74,419-9.3% |
| Participation rate | 99.2% | 79.8%+19.3pp | 76.8%+22.4pp | 70.7%+28.5pp |
| Annual return | 18.14% | 19.73%-1.6pp | 19.99%-1.9pp | 34.38%-16.2pp |
| Employer contribution / active EE | $4,420 | $5,052-12.5% | $4,847-8.8% | $2,637+67.6% |
| Participant deferral / active EE | $9,536 | $6,304+51.3% | $6,283+51.8% | $4,528+110.6% |
| Admin fee / account holder | $102 | $186-45.0% | $10,011-99.0% | $348-70.6% |