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 | Shareholder servicing fees; Investmen... | $59,865 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,456 | $58,083+36.8% | $80,019-0.7% | $56,287+41.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -4.96% | 34.61%-39.6pp | 11.22%-16.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,687 | $1,932+39.1% | $2,468+8.9% | $2,111+27.3% |
| Participant deferral / active EE | $2,929 | $3,135-6.6% | $3,686-20.5% | $3,350-12.6% |
| Admin fee / account holder | $440 | $623-29.3% | $6,521-93.2% | $521-15.5% |