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 ... | $2,868 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $99,866 | $98,982+0.9% | $162,163-38.4% | $65,185+53.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 19.02% | 24.84%-5.8pp | 115.59%-96.6pp | 29.38%-10.4pp |
| Employer contribution / active EE | $5,200 | $3,467+50.0% | $5,614-7.4% | $2,177+138.9% |
| Participant deferral / active EE | $6,888 | $5,384+27.9% | $7,298-5.6% | $3,514+96.0% |
| Admin fee / account holder | $11 | $596-98.2% | $10,843-99.9% | $847-98.7% |