Filed November 5, 2020
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 | Recordkeeping and information managem... | $56,222 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,822 | $46,173-39.7% | $170,442-83.7% | $69,631-60.0% |
| Participation rate | 42.7% | 63.9%-21.2pp | 83.6%-40.9pp | 70.7%-28.0pp |
| Annual return | 16.63% | 21.62%-5.0pp | 205.93%-189.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $956 | $2,080-54.0% | $4,939-80.6% | $3,224-70.3% |
| Admin fee / account holder | $84 | $116-27.4% | $13,880-99.4% | $110-23.8% |