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 | Investment management; Finders' fees ... | $44,033 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $62,600 | $61,473+1.8% | $81,930-23.6% | $73,409-14.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 17.86% | 28.26%-10.4pp | 29.49%-11.6pp | 59.29%-41.4pp |
| Employer contribution / active EE | $3,488 | $1,898+83.8% | $4,310-19.1% | $2,234+56.2% |
| Participant deferral / active EE | $5,711 | $3,080+85.4% | $7,107-19.6% | $3,805+50.1% |
| Admin fee / account holder | $61 | $125-51.6% | $5,158-98.8% | $158-61.5% |