Filed January 15, 2025 (most recent of 4 filings on file)
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; Sales loads (front... | $36,054 |
NATIONAL FINANCIAL SERVICES2+ 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 | $86,692 | $68,408+26.7% | $57,179+51.6% | $57,658+50.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 5.98% | 8.51%-2.5pp | 14.59%-8.6pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2,059 | $2,869-28.2% | $2,682-23.3% | $1,974+4.3% |
| Participant deferral / active EE | $4,834 | $2,903+66.5% | $3,096+56.1% | $3,061+57.9% |
| Admin fee / account holder | $52 | $70-25.9% | $3,139-98.4% | $95-45.4% |