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 | Investment management; Participant co... | $47,895 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 28 · EIN 20-4751585 | Investment Management | $15,391 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $75,311 | $67,459+11.6% | $74,183+1.5% | - |
| Participation rate | 0.0% | 75.7%-75.7pp | 76.6%-76.6pp | - |
| Annual return | -10.97% | 3.47%-14.4pp | 17.74%-28.7pp | - |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,370-100.0% | - |
| Participant deferral / active EE | $0 | $3,061-100.0% | $3,550-100.0% | - |
| Admin fee / account holder | $264 | $9,869-97.3% | $5,586-95.3% | - |