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 |
|---|---|---|
SNS FINANCIAL GROUP LLC1+ years Filed as: SNS FINANCIAL GROUP Service code 71 551 COON RAPIDS BLVD · COON RAPIDS, MN 55433 | Brokerage Fees | $1,865 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,502 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVE. · OMAHA, NE 68154 | Securities brokerage | $445 |
Filed as: FIDELITY SECURITIES FUND Service code 33 | Securities brokerage | $0 |
PIMCO FUNDS1+ years Service code 33 | Securities brokerage | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE INDEX TRUST INC Service code 33 | Securities brokerage | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE DIVIDEND GR FUND, INC Service code 33 | Securities brokerage | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE FINANCIAL SERVS FUND, Service code 33 | Securities brokerage | $0 |
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 | $213,909 | $46,360+361.4% | $147,614+44.9% | $52,331+308.8% |
| Participation rate | 98.2% | 64.9%+33.2pp | 84.6%+13.6pp | 68.1%+30.1pp |
| Annual return | 0.21% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $6,616 | $2,126+211.2% | $5,564+18.9% | $1,882+251.6% |
| Participant deferral / active EE | $6,683 | $2,258+196.0% | $4,895+36.5% | $3,022+121.1% |
| Admin fee / account holder | $7 | $766-99.1% | $11,611-99.9% | $592-98.9% |