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; Investment managem... | $226,254 |
Service code 16 · EIN 14-1764768 | Consulting | $122,158 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $111,749 | $37,117+201.1% | $147,614-24.3% | $55,191+102.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 30.17% | 3.44%+26.7pp | 61.98%-31.8pp | 10.78%+19.4pp |
| Employer contribution / active EE | $5,482 | $1,620+238.3% | $5,564-1.5% | $1,899+188.7% |
| Participant deferral / active EE | $5,538 | $1,985+178.9% | $4,895+13.1% | $3,046+81.8% |
| Admin fee / account holder | $565 | $86+560.8% | $11,611-95.1% | $91+522.9% |