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 fees; Participant commu... | $33,530 |
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 | $88,074 | $66,310+32.8% | $93,606-5.9% | $65,185+35.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 22.47% | 42.58%-20.1pp | 32.76%-10.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $3,025 | $2,012+50.3% | $2,718+11.3% | $2,177+39.0% |
| Participant deferral / active EE | $6,057 | $3,342+81.2% | $4,069+48.9% | $3,514+72.4% |
| Admin fee / account holder | $106 | $6,897-98.5% | $7,888-98.7% | $847-87.5% |