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... | $57,931 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,947 | $100,227-1.3% | $169,993-41.8% | $74,419+33.0% |
| Participation rate | 98.0% | 87.3%+10.7pp | 87.0%+11.0pp | 70.7%+27.2pp |
| Annual return | 18.84% | 66.08%-47.2pp | 53.37%-34.5pp | 34.38%-15.5pp |
| Employer contribution / active EE | $3,035 | $4,263-28.8% | $6,785-55.3% | $2,637+15.1% |
| Participant deferral / active EE | $6,262 | $7,143-12.3% | $10,408-39.8% | $4,528+38.3% |
| Admin fee / account holder | $71 | $234-69.7% | $12,815-99.4% | $348-79.6% |