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; Recordk... | $43,085 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $64,609 | $58,083+11.2% | $80,019-19.3% | $56,287+14.8% |
| Participation rate | 99.6% | 73.6%+26.0pp | 75.8%+23.7pp | 69.9%+29.7pp |
| Annual return | -4.79% | 34.61%-39.4pp | 11.22%-16.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,778 | $1,932+43.8% | $2,468+12.6% | $2,111+31.6% |
| Participant deferral / active EE | $5,219 | $3,135+66.5% | $3,686+41.6% | $3,350+55.8% |
| Admin fee / account holder | $118 | $623-81.0% | $6,521-98.2% | $521-77.3% |