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 | Float revenue; Finders' fees / placem... | $9,442 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,393 | $55,453-59.6% | $170,442-86.9% | $62,292-64.1% |
| Participation rate | 96.0% | 66.4%+29.7pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 19.99% | 21.38%-1.4pp | 205.93%-185.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $3,876 | $2,164+79.1% | $5,433-28.7% | $2,042+89.8% |
| Participant deferral / active EE | $5,296 | $2,303+130.0% | $4,939+7.2% | $3,169+67.1% |
| Admin fee / account holder | $56 | $455-87.8% | $13,880-99.6% | $479-88.4% |