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 | Sales loads (front end and deferred);... | $32,076 |
NATIONAL FINANCIAL SERVICES5 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 | $113,265 | $70,908+59.7% | $98,907+14.5% | $73,488+54.1% |
| Participation rate | 99.1% | 73.8%+25.3pp | 76.0%+23.0pp | 70.7%+28.4pp |
| Annual return | 15.53% | 34.17%-18.6pp | 196.43%-180.9pp | 28.51%-13.0pp |
| Employer contribution / active EE | $3,223 | $2,036+58.3% | $2,689+19.9% | $2,270+42.0% |
| Participant deferral / active EE | $6,544 | $3,500+87.0% | $4,244+54.2% | $3,740+75.0% |
| Admin fee / account holder | $113 | $535-79.0% | $6,642-98.3% | $513-78.1% |