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 | Float revenue; Sales loads (front end... | $22,967 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $86,710 | $46,072+88.2% | $70,014+23.8% | $55,167+57.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | -3.75% | 8.68%-12.4pp | 12.99%-16.7pp | 169.23%-173.0pp |
| Employer contribution / active EE | $755 | $1,500-49.7% | $2,338-67.7% | $1,963-61.5% |
| Participant deferral / active EE | $2,664 | $2,344+13.7% | $2,931-9.1% | $3,054-12.8% |
| Admin fee / account holder | $53 | $428-87.6% | $4,380-98.8% | $504-89.5% |