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 |
|---|---|---|
JNBA FINANCIAL ADVISORS3 years Service code 27 · EIN 41-1389326 | Advisory (Plan) | $27,977 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,286 |
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 | $86,172 | $98,982-12.9% | $162,163-46.9% | $65,185+32.2% |
| Participation rate | 96.7% | 85.8%+11.0pp | 87.6%+9.2pp | 70.2%+26.5pp |
| Annual return | 28.66% | 24.84%+3.8pp | 115.59%-86.9pp | 29.38%-0.7pp |
| Employer contribution / active EE | $2,524 | $3,467-27.2% | $5,614-55.0% | $2,177+16.0% |
| Participant deferral / active EE | $4,050 | $5,384-24.8% | $7,298-44.5% | $3,514+15.3% |
| Admin fee / account holder | $238 | $596-60.0% | $10,843-97.8% | $847-71.9% |