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 | Account maintenance fees; Direct paym... | $20,703 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,670 | $110,094+68.6% | $151,611+22.5% | $68,494+171.1% |
| Participation rate | 98.2% | 84.0%+14.3pp | 87.5%+10.7pp | 67.9%+30.3pp |
| Annual return | -12.57% | -10.12%-2.5pp | 3.33%-15.9pp | -7.84%-4.7pp |
| Employer contribution / active EE | $8,331 | $4,471+86.3% | $6,166+35.1% | $2,596+220.9% |
| Participant deferral / active EE | $12,197 | $6,527+86.9% | $8,363+45.8% | $4,027+202.9% |
| Admin fee / account holder | $203 | $7,719-97.4% | $11,616-98.3% | $5,403-96.2% |