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 | Recordkeeping and information managem... | $2,720 |
NATIONAL FINANCIAL SERVICES6+ 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 | $95,337 | $136,307-30.1% | $177,821-46.4% | $73,488+29.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 7.25% | 18.68%-11.4pp | 48.32%-41.1pp | 28.51%-21.3pp |
| Employer contribution / active EE | $5,063 | $3,712+36.4% | $5,918-14.5% | $2,270+123.0% |
| Participant deferral / active EE | $7,536 | $5,829+29.3% | $7,714-2.3% | $3,740+101.5% |
| Admin fee / account holder | $11 | $596-98.2% | $12,427-99.9% | $513-97.9% |