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; Sales load... | $122,940 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 28 · EIN 20-4751585 | Investment Management | $21,640 |
NATIONAL FINANCIAL SERVICES6+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,268 | $127,481-61.4% | $149,696-67.1% | $90,288-45.4% |
| Participation rate | 41.9% | 78.2%-36.3pp | 82.5%-40.6pp | 73.4%-31.5pp |
| Annual return | 26.72% | 57.78%-31.1pp | 276.60%-249.9pp | 53.97%-27.3pp |
| Employer contribution / active EE | $261 | $3,448-92.4% | $4,644-94.4% | $2,524-89.7% |
| Participant deferral / active EE | $2,553 | $6,975-63.4% | $6,842-62.7% | $4,232-39.7% |
| Admin fee / account holder | $146 | $152-4.1% | $9,309-98.4% | $114+27.6% |