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 | Recordkeeping and information managem... | $89,865 |
NATIONAL FINANCIAL SERVICES4+ 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 | $91,774 | $62,267+47.4% | $110,238-16.7% | $55,725+64.7% |
| Participation rate | 96.3% | 78.1%+18.1pp | 79.8%+16.4pp | 70.9%+25.4pp |
| Annual return | -4.68% | -1.07%-3.6pp | 314.74%-319.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $3,053 | $1,941+57.2% | $3,826-20.2% | $2,078+46.9% |
| Participant deferral / active EE | $8,691 | $3,516+147.2% | $4,672+86.0% | $3,356+159.0% |
| Admin fee / account holder | $209 | $121+72.8% | $8,547-97.6% | $115+81.4% |