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 15 · EIN 36-4389114 | Recordkeeping | $20,065 |
NADLER FINANCIAL GROUP, INC.2+ years Service code 26 155 N. PFINGSTEN ROAD · DEERFIELD, IL 60015 | Advisory (Participants) | $17,580 |
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 | $14,903 | $39,122-61.9% | $57,179-73.9% | $62,891-76.3% |
| Participation rate | 72.2% | 70.5%+1.7pp | 75.3%-3.1pp | 69.3%+2.9pp |
| Annual return | 4.88% | 9.23%-4.4pp | 14.59%-9.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,151 | $1,874-38.6% | $2,682-57.1% | $2,281-49.5% |
| Participant deferral / active EE | $2,247 | $2,374-5.3% | $3,096-27.4% | $3,203-29.8% |
| Admin fee / account holder | $191 | $2,592-92.6% | $3,139-93.9% | $4,296-95.6% |