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 | Account maintenance fees; Float reven... | $15,310 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $5,432 |
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 | $56,264 | $65,118-13.6% | $76,768-26.7% | $55,725+1.0% |
| Participation rate | 99.9% | 79.6%+20.3pp | 77.0%+22.9pp | 70.9%+29.0pp |
| Annual return | -4.41% | -1.27%-3.1pp | 2.43%-6.8pp | 244.93%-249.3pp |
| Employer contribution / active EE | $5,409 | $1,941+178.7% | $2,485+117.7% | $2,078+160.3% |
| Participant deferral / active EE | $3,982 | $3,688+8.0% | $3,852+3.4% | $3,356+18.7% |
| Admin fee / account holder | $24 | $116-79.7% | $6,675-99.6% | $115-79.6% |