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 | Recordkeeping and information managem... | $50,995 |
NATIONAL FINANCIAL SERVICES3+ 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 | $39,597 | $72,448-45.3% | $118,746-66.7% | $69,631-43.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.3%+21.7pp | 70.7%+29.3pp |
| Annual return | 17.70% | 19.06%-1.4pp | 24.54%-6.8pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,521 | $3,771-59.7% | $4,193-63.7% | $2,032-25.2% |
| Participant deferral / active EE | $3,976 | $4,943-19.5% | $5,332-25.4% | $3,224+23.4% |
| Admin fee / account holder | $66 | $99-33.7% | $10,720-99.4% | $110-40.7% |