Filed November 27, 2018 (most recent of 2 filings on file)
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 | Investment management; Recordkeeping ... | $218,384 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,002 | $56,095+83.6% | $178,490-42.3% | $90,288+14.1% |
| Participation rate | 65.7% | 65.6%+0.1pp | 81.9%-16.3pp | 73.4%-7.7pp |
| Annual return | 12.40% | 28.81%-16.4pp | 151.07%-138.7pp | 53.97%-41.6pp |
| Employer contribution / active EE | $1,384 | $1,572-12.0% | $5,011-72.4% | $2,524-45.2% |
| Participant deferral / active EE | $4,971 | $2,669+86.3% | $5,202-4.4% | $4,232+17.5% |
| Admin fee / account holder | $91 | $101-9.6% | $13,984-99.3% | $114-20.2% |