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 | Finders' fees / placement fees; Sales... | $76,811 |
CURCIO WEBB3 years Service code 16 · EIN 36-4171366 | Consulting | $6,974 |
NATIONAL FINANCIAL SERVICES4 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 | $75,144 | $79,519-5.5% | $95,952-21.7% | $73,409+2.4% |
| Participation rate | 96.5% | 81.2%+15.3pp | 77.1%+19.4pp | 72.2%+24.3pp |
| Annual return | 15.47% | 19.20%-3.7pp | 91.61%-76.1pp | 59.29%-43.8pp |
| Employer contribution / active EE | $4,935 | $2,048+141.0% | $2,541+94.2% | $2,234+120.9% |
| Participant deferral / active EE | $3,649 | $4,138-11.8% | $4,167-12.4% | $3,805-4.1% |
| Admin fee / account holder | $91 | $184-50.4% | $6,795-98.7% | $158-42.1% |