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 | Participant communication; Participan... | $79,925 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2 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 | $174,420 | $73,102+138.6% | $123,544+41.2% | $56,287+209.9% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.0pp | 69.9%+29.5pp |
| Annual return | -3.92% | 3.01%-6.9pp | 119.20%-123.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $5,433 | $2,977+82.5% | $4,628+17.4% | $2,111+157.4% |
| Participant deferral / active EE | $8,063 | $5,423+48.7% | $6,426+25.5% | $3,350+140.7% |
| Admin fee / account holder | $252 | $554-54.5% | $9,284-97.3% | $521-51.6% |