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; Finders' f... | $13,069 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $22,016 | $51,045-56.9% | $70,515-68.8% | $71,457-69.2% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | 16.39% | 42.63%-26.2pp | 32.77%-16.4pp | 28.85%-12.5pp |
| Employer contribution / active EE | $709 | $1,790-60.4% | $2,973-76.2% | $2,588-72.6% |
| Participant deferral / active EE | $2,752 | $3,026-9.1% | $4,567-39.7% | $4,289-35.8% |
| Admin fee / account holder | $52 | $1,994-97.4% | $6,412-99.2% | $1,587-96.7% |