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; Shareholde... | $32,907 |
NATIONAL FINANCIAL SERVICES8+ 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 | $45,442 | $72,254-37.1% | $86,677-47.6% | $64,808-29.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -15.05% | 392.42%-407.5pp | 35.91%-51.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,896 | $2,393-20.7% | $2,836-33.1% | $2,506-24.3% |
| Participant deferral / active EE | $4,749 | $4,658+2.0% | $4,656+2.0% | $4,310+10.2% |
| Admin fee / account holder | $112 | $174-35.6% | $7,493-98.5% | $188-40.4% |