Filed November 17, 2021 (most recent of 4 filings on file)
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 | Recordkeeping and information managem... | $65,387 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,799 | $86,897-2.4% | $151,611-44.1% | $64,808+30.8% |
| Participation rate | 99.0% | 87.3%+11.8pp | 87.5%+11.5pp | 71.5%+27.6pp |
| Annual return | -15.14% | -3.57%-11.6pp | 3.33%-18.5pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,929 | $4,010-27.0% | $6,166-52.5% | $2,506+16.9% |
| Participant deferral / active EE | $6,090 | $6,690-9.0% | $8,363-27.2% | $4,310+41.3% |
| Admin fee / account holder | $77 | $153-49.7% | $11,616-99.3% | $188-59.0% |