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 | Direct payment from the plan; Claims ... | $44,862 |
NATIONAL FINANCIAL SERVICES6+ 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 | $59,899 | $84,948-29.5% | $70,449-15.0% | $73,409-18.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 16.09% | 13.39%+2.7pp | 109.03%-92.9pp | 59.29%-43.2pp |
| Employer contribution / active EE | $4,303 | $2,834+51.8% | $2,737+57.2% | $2,234+92.6% |
| Participant deferral / active EE | $5,648 | $3,387+66.7% | $3,709+52.3% | $3,805+48.4% |
| Admin fee / account holder | $91 | $98-7.2% | $3,845-97.6% | $158-42.4% |