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 55 · EIN 59-2937883 | Other Commissions | $39,637 |
RBC WEALTH MANAGEMENT3 years Service code 55 · EIN 41-1416330 | Other Commissions | $7,025 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,963 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,133 | $44,960+69.3% | $84,966-10.4% | $74,495+2.2% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 13.67% | 26.24%-12.6pp | 66.38%-52.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,148 | $1,457+47.4% | $2,727-21.2% | $2,623-18.1% |
| Participant deferral / active EE | $3,943 | $2,731+44.4% | $4,519-12.8% | $4,346-9.3% |
| Admin fee / account holder | $18 | $2,209-99.2% | $6,149-99.7% | $1,942-99.1% |