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 | Recordkeeping fees; Participant commu... | $71,525 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $32,476 | $47,977-32.3% | $154,107-78.9% | $56,287-42.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.03% | 3.54%-8.6pp | 735.12%-740.1pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3,546 | $2,169+63.5% | $5,298-33.1% | $2,111+68.0% |
| Participant deferral / active EE | $3,993 | $2,392+66.9% | $5,081-21.4% | $3,350+19.2% |
| Admin fee / account holder | $110 | $438-75.0% | $13,411-99.2% | $521-79.0% |