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 | Participant communication; Sales load... | $46,430 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $50,768 | $60,545-16.1% | $92,233-45.0% | $69,631-27.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 18.07% | 19.71%-1.6pp | 176.28%-158.2pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $710 | $2,633-73.0% | $3,679-80.7% | $2,032-65.1% |
| Participant deferral / active EE | $3,587 | $2,828+26.8% | $3,897-8.0% | $3,224+11.3% |
| Admin fee / account holder | $60 | $145-58.8% | $5,194-98.9% | $110-46.0% |