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 | Claims processing; Direct payment fro... | $58,758 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $192,917 | $80,753+138.9% | $136,294+41.5% | $62,292+209.7% |
| Participation rate | 98.2% | 73.5%+24.6pp | 81.9%+16.2pp | 69.5%+28.7pp |
| Annual return | 18.11% | 35.83%-17.7pp | 5155.94%-5137.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $6,200 | $2,884+115.0% | $4,695+32.0% | $2,042+203.6% |
| Participant deferral / active EE | $8,619 | $5,164+66.9% | $6,247+38.0% | $3,169+172.0% |
| Admin fee / account holder | $435 | $525-17.2% | $9,243-95.3% | $479-9.2% |