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 | Direct payment from the plan; Claims ... | $32,223 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
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 | $34,781 | $53,925-35.5% | $75,670-54.0% | $69,631-50.1% |
| Participation rate | 98.8% | 71.2%+27.6pp | 72.3%+26.4pp | 70.7%+28.1pp |
| Annual return | 36.99% | 17.84%+19.2pp | 27.34%+9.6pp | 27571.02%-27534.0pp |
| Employer contribution / active EE | $2,809 | $1,802+55.8% | $2,352+19.4% | $2,032+38.2% |
| Participant deferral / active EE | $4,325 | $2,569+68.4% | $3,142+37.7% | $3,224+34.2% |
| Admin fee / account holder | $46 | $97-52.5% | $5,800-99.2% | $110-58.2% |