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 and information managem... | $38,231 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $13,353 |
NATIONAL FINANCIAL SERVICES5+ 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 | $117,567 | $73,404+60.2% | $87,100+35.0% | $67,579+74.0% |
| Participation rate | 74.2% | 80.9%-6.7pp | 76.9%-2.7pp | 71.3%+2.9pp |
| Annual return | 22.66% | 48.29%-25.6pp | 28.19%-5.5pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,553 | $2,014+26.7% | $2,521+1.2% | $2,148+18.8% |
| Participant deferral / active EE | $5,763 | $3,913+47.3% | $4,049+42.3% | $3,539+62.8% |
| Admin fee / account holder | $158 | $142+11.4% | $7,497-97.9% | $142+10.9% |