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 5-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 |
|---|---|---|
WEDBUSH SECURITIES INC.1+ years Service code 15 · EIN 95-2495390 | Recordkeeping | $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 | $97,742 | $68,413+42.9% | $123,104-20.6% | $55,191+77.1% |
| Participation rate | 72.3% | 84.5%-12.2pp | 86.8%-14.4pp | 69.2%+3.2pp |
| Annual return | -0.13% | 6.30%-6.4pp | 13.22%-13.4pp | 10.78%-10.9pp |
| Employer contribution / active EE | $4,247 | $3,050+39.2% | $5,151-17.6% | $1,899+123.7% |
| Participant deferral / active EE | $9,007 | $4,490+100.6% | $6,230+44.6% | $3,046+195.7% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |