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; Partici... | $33,132 |
NATIONAL FINANCIAL SERVICES6 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 | $126,741 | $79,428+59.6% | $106,548+19.0% | $79,386+59.7% |
| Participation rate | 97.8% | 74.1%+23.6pp | 76.1%+21.6pp | 70.7%+27.1pp |
| Annual return | 13.53% | 18.27%-4.7pp | 26.80%-13.3pp | 116.85%-103.3pp |
| Employer contribution / active EE | $3,347 | $2,234+49.8% | $2,819+18.7% | $2,427+37.9% |
| Participant deferral / active EE | $7,121 | $3,823+86.3% | $4,398+61.9% | $4,046+76.0% |
| Admin fee / account holder | $111 | $523-78.7% | $7,407-98.5% | $626-82.3% |