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 ADVISORS5 years Service code 27 · EIN 41-1389326 | Advisory (Plan) | $42,755 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,242 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,082 | $121,341-17.5% | $189,513-47.2% | $79,386+26.1% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.8%+9.5pp | 70.7%+26.6pp |
| Annual return | 13.71% | 21.08%-7.4pp | 555.15%-541.4pp | 116.85%-103.1pp |
| Employer contribution / active EE | $3,849 | $3,915-1.7% | $6,162-37.5% | $2,427+58.5% |
| Participant deferral / active EE | $6,308 | $6,395-1.4% | $8,221-23.3% | $4,046+55.9% |
| Admin fee / account holder | $344 | $651-47.2% | $12,045-97.1% | $626-45.1% |