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; Claims ... | $51,112 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 28 · EIN 20-4751585 | Investment Management | $14,526 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,756 | $69,305+18.0% | $82,313-0.7% | $69,631+17.4% |
| Participation rate | 56.0% | 80.3%-24.2pp | 76.9%-20.9pp | 70.7%-14.7pp |
| Annual return | 21.78% | 21.47%+0.3pp | 25.88%-4.1pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $1,662 | $1,887-11.9% | $2,428-31.5% | $2,032-18.2% |
| Participant deferral / active EE | $2,936 | $3,568-17.7% | $3,706-20.8% | $3,224-8.9% |
| Admin fee / account holder | $251 | $97+158.8% | $5,608-95.5% | $110+127.7% |