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 |
|---|---|---|
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $43,695 |
LA SALLE STREET SECURITIES, LLC1+ years Service code 61 940 N INDUSTRIAL DR · ELMHURST, IL 60126 | Finders' fees / placement fees | $40,164 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,527 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,838 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $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 | $33,306 | $54,320-38.7% | $67,652-50.8% | $52,331-36.4% |
| Participation rate | 90.6% | 73.6%+17.0pp | 75.7%+14.9pp | 68.1%+22.4pp |
| Annual return | -0.72% | 6.81%-7.5pp | 6625.04%-6625.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,910 | $1,544+23.8% | $2,266-15.7% | $1,882+1.5% |
| Participant deferral / active EE | $3,582 | $2,950+21.4% | $3,560+0.6% | $3,022+18.5% |
| Admin fee / account holder | $91 | $527-82.8% | $4,821-98.1% | $592-84.7% |