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 | Account maintenance fees; Claims proc... | $17,298 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $24,831 | $37,196-33.2% | $154,107-83.9% | $55,725-55.4% |
| Participation rate | 63.5% | 64.1%-0.5pp | 83.0%-19.5pp | 70.9%-7.3pp |
| Annual return | -4.83% | 1319.68%-1324.5pp | 735.12%-739.9pp | 244.93%-249.8pp |
| Employer contribution / active EE | $542 | $1,614-66.4% | $5,298-89.8% | $2,078-73.9% |
| Participant deferral / active EE | $1,529 | $2,068-26.1% | $5,081-69.9% | $3,356-54.4% |
| Admin fee / account holder | $57 | $102-43.8% | $13,411-99.6% | $115-50.4% |