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 | Shareholder servicing fees; Claims pr... | $14,842 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $25,648 | $46,173-44.5% | $170,442-85.0% | $69,631-63.2% |
| Participation rate | 61.3% | 63.9%-2.6pp | 83.6%-22.3pp | 70.7%-9.4pp |
| Annual return | 17.80% | 21.62%-3.8pp | 205.93%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $479 | $1,610-70.3% | $5,433-91.2% | $2,032-76.5% |
| Participant deferral / active EE | $1,344 | $2,080-35.4% | $4,939-72.8% | $3,224-58.3% |
| Admin fee / account holder | $49 | $116-57.3% | $13,880-99.6% | $110-55.2% |