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 ADVISORS7 years Service code 27 · EIN 41-1389326 | Advisory (Plan) | $35,542 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,698 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,821 | $130,194-27.9% | $169,993-44.8% | $71,457+31.3% |
| Participation rate | 99.5% | 86.1%+13.3pp | 87.0%+12.5pp | 67.9%+31.5pp |
| Annual return | 13.56% | 20.37%-6.8pp | 53.37%-39.8pp | 28.85%-15.3pp |
| Employer contribution / active EE | $4,213 | $4,381-3.8% | $6,785-37.9% | $2,588+62.8% |
| Participant deferral / active EE | $6,759 | $6,923-2.4% | $10,408-35.1% | $4,289+57.6% |
| Admin fee / account holder | $286 | $966-70.4% | $12,815-97.8% | $1,587-82.0% |