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... | $39,790 |
NATIONAL FINANCIAL SERVICES5+ 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 | $49,919 | $95,542-47.8% | $69,455-28.1% | $67,579-26.1% |
| Participation rate | 98.8% | 79.4%+19.4pp | 74.6%+24.2pp | 71.3%+27.5pp |
| Annual return | 24.28% | 17.67%+6.6pp | 28.97%-4.7pp | 378.56%-354.3pp |
| Employer contribution / active EE | $4,536 | $2,989+51.8% | $2,779+63.2% | $2,148+111.2% |
| Participant deferral / active EE | $5,787 | $3,263+77.4% | $3,535+63.7% | $3,539+63.5% |
| Admin fee / account holder | $82 | $90-9.0% | $3,839-97.9% | $142-42.6% |