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 | Shareholder servicing fees; Claims pr... | $109,829 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $33,611 | $55,453-39.4% | $170,442-80.3% | $62,292-46.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.79% | 21.38%-4.6pp | 205.93%-189.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $4,090 | $2,164+89.0% | $5,433-24.7% | $2,042+100.3% |
| Participant deferral / active EE | $4,183 | $2,303+81.6% | $4,939-15.3% | $3,169+32.0% |
| Admin fee / account holder | $173 | $455-61.9% | $13,880-98.8% | $479-63.9% |