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 | Investment management; Float revenue;... | $28,129 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENTS CORP Service code 16 | Consulting | $13,536 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT CORP. Service code 16 5900 O STREET · LINCOLN, NE 68505 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $32,981 | $56,629-41.8% | $77,999-57.7% | $55,167-40.2% |
| Participation rate | 93.5% | 73.3%+20.2pp | 75.5%+18.0pp | 69.0%+24.5pp |
| Annual return | 6.23% | 2866.98%-2860.8pp | 425.96%-419.7pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,158 | $1,723-32.8% | $2,470-53.1% | $1,963-41.0% |
| Participant deferral / active EE | $2,677 | $2,777-3.6% | $3,497-23.4% | $3,054-12.4% |
| Admin fee / account holder | $109 | $467-76.7% | $5,480-98.0% | $504-78.4% |