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);... | $134,433 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 28 · EIN 20-4751585 | Investment Management | $22,828 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,556 | $101,523-66.9% | $141,162-76.2% | $77,787-56.9% |
| Participation rate | 41.7% | 77.4%-35.6pp | 82.5%-40.7pp | 73.2%-31.5pp |
| Annual return | 26.74% | 56.22%-29.5pp | 71.39%-44.7pp | 32.57%-5.8pp |
| Employer contribution / active EE | $738 | $3,341-77.9% | $4,735-84.4% | $2,504-70.5% |
| Participant deferral / active EE | $2,314 | $6,434-64.0% | $6,709-65.5% | $3,967-41.7% |
| Admin fee / account holder | $100 | $92+9.1% | $10,261-99.0% | $100-0.2% |