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 | Direct payment from the plan; Partici... | $22,214 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,934 | $46,173-26.5% | $170,442-80.1% | $69,631-51.3% |
| Participation rate | 79.5% | 63.9%+15.6pp | 83.6%-4.1pp | 70.7%+8.8pp |
| Annual return | 6.18% | 21.62%-15.4pp | 205.93%-199.7pp | 27571.02%-27564.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,436 | $2,080+17.1% | $4,939-50.7% | $3,224-24.4% |
| Admin fee / account holder | $19 | $116-83.8% | $13,880-99.9% | $110-83.0% |