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 |
|---|---|---|
PLEXUS FINANCIAL SERVICES, LLC2+ years Filed as: PLEXUS FINANCIAL SOLUTIONS LLC Service code 53 · EIN 27-1746834 | Insurance Commissions | $23,875 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,960 |
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 | $57,235 | $65,820-13.0% | $108,745-47.4% | $57,658-0.7% |
| Participation rate | 99.2% | 72.7%+26.5pp | 77.7%+21.6pp | 70.2%+29.0pp |
| Annual return | 8.24% | 21.32%-13.1pp | 46.22%-38.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $2,213 | $2,285-3.2% | $3,323-33.4% | $1,974+12.1% |
| Participant deferral / active EE | $4,537 | $3,578+26.8% | $5,121-11.4% | $3,061+48.2% |
| Admin fee / account holder | $19 | $91-79.4% | $6,144-99.7% | $95-80.1% |