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 | Distribution (12b-1) fees; Sales load... | $39,454 |
NATIONAL FINANCIAL SERVICES8 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 | $115,092 | $71,516+60.9% | $98,439+16.9% | $71,457+61.1% |
| Participation rate | 98.2% | 72.7%+25.5pp | 75.2%+23.1pp | 67.9%+30.3pp |
| Annual return | 17.94% | 32.41%-14.5pp | 21.16%-3.2pp | 28.85%-10.9pp |
| Employer contribution / active EE | $3,893 | $2,399+62.3% | $3,048+27.7% | $2,588+50.4% |
| Participant deferral / active EE | $8,141 | $4,109+98.1% | $4,738+71.8% | $4,289+89.8% |
| Admin fee / account holder | $136 | $1,675-91.9% | $8,948-98.5% | $1,587-91.4% |