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 | Sales loads (front end and deferred);... | $104,229 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $99,186 | $107,440-7.7% | $105,738-6.2% | $55,725+78.0% |
| Participation rate | 95.9% | 55.5%+40.4pp | 76.3%+19.6pp | 70.9%+25.0pp |
| Annual return | -4.98% | -0.59%-4.4pp | 6.27%-11.3pp | 244.93%-249.9pp |
| Employer contribution / active EE | $4,585 | $1,448+216.6% | $3,268+40.3% | $2,078+120.6% |
| Participant deferral / active EE | $6,082 | $2,171+180.1% | $4,080+49.1% | $3,356+81.2% |
| Admin fee / account holder | $99 | $283-65.2% | $6,913-98.6% | $115-14.4% |