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 ADVISORS6 years Service code 13 · EIN 41-1389326 | Contract Administrator | $36,671 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,105 |
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 | $88,292 | $102,553-13.9% | $151,611-41.8% | $66,914+31.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -11.33% | -10.82%-0.5pp | 3.33%-14.7pp | 1.58%-12.9pp |
| Employer contribution / active EE | $4,498 | $4,180+7.6% | $6,166-27.1% | $2,544+76.8% |
| Participant deferral / active EE | $6,780 | $6,641+2.1% | $8,363-18.9% | $4,237+60.0% |
| Admin fee / account holder | $286 | $630-54.6% | $11,616-97.5% | $593-51.8% |