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 |
|---|---|---|
INVERNESS SECURITIES LLC2+ years Service code 55 · EIN 01-0791017 | Other Commissions | $10,135 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $3,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,040 | $67,606+3.6% | $82,313-14.9% | $70,131-0.1% |
| Participation rate | 50.6% | 72.8%-22.1pp | 76.9%-26.2pp | 69.5%-18.9pp |
| Annual return | 14.49% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $766 | $1,755-56.3% | $2,428-68.5% | $2,342-67.3% |
| Participant deferral / active EE | $1,861 | $2,987-37.7% | $3,706-49.8% | $3,332-44.1% |
| Admin fee / account holder | $55 | $4,512-98.8% | $5,608-99.0% | $4,645-98.8% |