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 |
|---|---|---|
SAFEGUARD SECURITIES, INC.2+ years Service code 27 · EIN 23-2697799 | Advisory (Plan) | $82,604 |
FLEXIBLE BENEFITS SYSTEMS, INC.2+ years Service code 15 · EIN 34-1722481 | Recordkeeping | $39,732 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,622 | $107,378-66.8% | $108,579-67.2% | $57,658-38.2% |
| Participation rate | 88.7% | 77.1%+11.6pp | 79.6%+9.1pp | 70.2%+18.4pp |
| Annual return | 7.50% | 12.80%-5.3pp | -51.70%+59.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $375 | $1,782-79.0% | $3,758-90.0% | $1,974-81.0% |
| Participant deferral / active EE | $2,236 | $3,221-30.6% | $4,311-48.1% | $3,061-26.9% |
| Admin fee / account holder | $50 | $108-54.3% | $7,645-99.4% | $95-47.5% |