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 |
|---|---|---|
NMWMC1 year Service code 99 · EIN 39-2018056 | Other Fees | $38 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $38 |
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 | $22,984 | $51,620-55.5% | $90,281-74.5% | $65,185-64.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 20.94% | 24.94%-4.0pp | 78.10%-57.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,959 | $2,235+32.4% | $2,854+3.7% | $2,177+35.9% |
| Participant deferral / active EE | $1,748 | $2,871-39.1% | $3,885-55.0% | $3,514-50.3% |
| Admin fee / account holder | $53 | $384-86.1% | $5,351-99.0% | $847-93.7% |