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; Finders... | $35,812 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $15,000 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES Service code 27 | Advisory (Plan) | $7,500 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 | Securities brokerage commissions and ... | $0 |
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 | $68,781 | $36,916+86.3% | $156,549-56.1% | $57,658+19.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 7.59% | 12.38%-4.8pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $2,990 | $1,571+90.4% | $5,501-45.6% | $1,974+51.5% |
| Participant deferral / active EE | $3,217 | $1,926+67.0% | $4,871-34.0% | $3,061+5.1% |
| Admin fee / account holder | $159 | $82+93.1% | $13,027-98.8% | $95+68.5% |