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 9-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 | Claims processing; Investment managem... | $3,820 |
NATIONAL FINANCIAL SERVICES1+ 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 | $23,152 | $46,732-50.5% | $156,549-85.2% | $55,167-58.0% |
| Participation rate | 83.3% | 65.8%+17.5pp | 84.0%-0.7pp | 69.0%+14.3pp |
| Annual return | 4.76% | 17.72%-13.0pp | 32.23%-27.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $295 | $2,105-86.0% | $5,501-94.6% | $1,963-85.0% |
| Participant deferral / active EE | $1,073 | $2,204-51.3% | $4,871-78.0% | $3,054-64.9% |
| Admin fee / account holder | $31 | $418-92.5% | $13,027-99.8% | $504-93.8% |