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 7-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $410,986 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $198,082 | $96,458+105.4% | $136,294+45.3% | $77,958+154.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 17.19% | 23.78%-6.6pp | 5155.94%-5138.8pp | 20.87%-3.7pp |
| Employer contribution / active EE | $12,846 | $3,144+308.6% | $4,695+173.6% | $2,310+456.0% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $65 | $80-18.8% | $9,243-99.3% | $97-32.9% |