Filed July 12, 2018
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $3,930 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
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 | $89,205 | $89,739-0.6% | $149,718-40.4% | $62,292+43.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.13% | 21.01%-5.9pp | 1501.63%-1486.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,408 | $3,233-25.5% | $5,445-55.8% | $2,042+17.9% |
| Participant deferral / active EE | $3,954 | $4,797-17.6% | $6,569-39.8% | $3,169+24.8% |
| Admin fee / account holder | $15 | $551-97.3% | $11,283-99.9% | $479-96.9% |