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 | Float revenue; Finders' fees / placem... | $162,061 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,949 | $52,149-63.7% | $122,332-84.5% | $77,958-75.7% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.6%+28.4pp | 71.6%+28.4pp |
| Annual return | 15.87% | 17.75%-1.9pp | 30.27%-14.4pp | 20.87%-5.0pp |
| Employer contribution / active EE | $816 | $1,750-53.3% | $4,050-79.8% | $2,310-64.7% |
| Participant deferral / active EE | $1,248 | $2,114-41.0% | $3,287-62.0% | $3,537-64.7% |
| Admin fee / account holder | $66 | $93-29.1% | $5,478-98.8% | $97-32.2% |