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 | Claims processing; Investment managem... | $19,780 |
NATIONAL FINANCIAL SERVICES2+ 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 | $21,985 | $50,106-56.1% | $70,014-68.6% | $57,658-61.9% |
| Participation rate | 99.4% | 70.9%+28.5pp | 71.8%+27.6pp | 70.2%+29.1pp |
| Annual return | 47.83% | 14.58%+33.2pp | 12.99%+34.8pp | 5.13%+42.7pp |
| Employer contribution / active EE | $2,233 | $1,739+28.4% | $2,338-4.5% | $1,974+13.1% |
| Participant deferral / active EE | $3,242 | $2,486+30.4% | $2,931+10.6% | $3,061+5.9% |
| Admin fee / account holder | $29 | $89-67.0% | $4,380-99.3% | $95-68.9% |