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 |
|---|---|---|
INFINITY FINANCIAL SERVICES2+ years Service code 55 1624 FRANKLIN ST STE 818 · OAKLAND, CA 94612 | Other Commissions | $50,932 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,300 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $1,427 |
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 | $81,343 | $23,385+247.8% | $69,182+17.6% | $57,658+41.1% |
| Participation rate | 100.0% | 37.9%+62.1pp | 55.1%+44.9pp | 70.2%+29.8pp |
| Annual return | 6.66% | -659.34%+666.0pp | -21.93%+28.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $2,717 | $422+543.2% | $1,206+125.3% | $1,974+37.7% |
| Participant deferral / active EE | $4,213 | $843+399.7% | $1,897+122.1% | $3,061+37.6% |
| Admin fee / account holder | $15 | $82-81.2% | $2,697-99.4% | $95-83.7% |