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 11 · EIN 13-3689044 | Actuarial | $71,969 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $2,822,362-100.0% | $438,681-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 44.3%-44.3pp | 0.6%-0.6pp |
| Annual return | 12.87% | 11.45%+1.4pp | 4.26%+8.6pp | 11.45%+1.4pp |
| Employer contribution / active EE | $201 | $17,219-98.8% | $54,767-99.6% | $17,219-98.8% |
| Participant deferral / active EE | $0 | $357-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,187-100.0% | $15,480-100.0% |