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 |
|---|---|---|
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $7,525 |
TINGEY ADVISORS INC3+ years Filed as: TINGEY ADVISORS, INC Service code 27 · EIN 87-0552263 | Advisory (Plan) | $7,022 |
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 | $18,968 | $45,035-57.9% | $62,995-69.9% | $70,131-73.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.81% | 18.76%-2.9pp | 87.57%-71.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $3,197 | $2,051+55.8% | $2,759+15.9% | $2,342+36.5% |
| Participant deferral / active EE | $1,947 | $2,465-21.0% | $3,329-41.5% | $3,332-41.6% |
| Admin fee / account holder | $175 | $2,834-93.8% | $3,600-95.1% | $4,645-96.2% |