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 | Recordkeeping and information managem... | $20,174 |
NATIONAL FINANCIAL SERVICES8+ 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 | $33,211 | $46,292-28.3% | $143,757-76.9% | $64,808-48.8% |
| Participation rate | 65.0% | 64.2%+0.8pp | 80.3%-15.3pp | 71.5%-6.5pp |
| Annual return | -16.99% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $911 | $1,910-52.3% | $4,951-81.6% | $2,506-63.6% |
| Participant deferral / active EE | $2,667 | $2,646+0.8% | $5,637-52.7% | $4,310-38.1% |
| Admin fee / account holder | $73 | $154-52.8% | $14,673-99.5% | $188-61.4% |