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 | Direct payment from the plan; Recordk... | $21,765 |
BRADLEY ASSOCIATES INC1 year Service code 10 · EIN 35-1719602 | Accounting | $21,500 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $39,738 | $47,126-15.7% | $149,673-73.5% | $74,419-46.6% |
| Participation rate | 70.0% | 63.4%+6.6pp | 78.8%-8.8pp | 70.7%-0.7pp |
| Annual return | 17.40% | 22.75%-5.4pp | 134.42%-117.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $987 | $1,905-48.2% | $4,818-79.5% | $2,637-62.6% |
| Participant deferral / active EE | $2,980 | $2,728+9.2% | $5,680-47.5% | $4,528-34.2% |
| Admin fee / account holder | $151 | $343-55.9% | $13,210-98.9% | $348-56.5% |