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... | $120,376 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,014 | $26,479-35.7% | $74,701-77.2% | $77,787-78.1% |
| Participation rate | 100.0% | 37.6%+62.4pp | 54.5%+45.5pp | 73.2%+26.8pp |
| Annual return | 14.33% | 38.31%-24.0pp | 752.92%-738.6pp | 32.57%-18.2pp |
| Employer contribution / active EE | $674 | $440+53.4% | $1,084-37.8% | $2,504-73.1% |
| Participant deferral / active EE | $2,092 | $1,074+94.7% | $1,964+6.5% | $3,967-47.3% |
| Admin fee / account holder | $40 | $119-66.8% | $3,333-98.8% | $100-60.5% |