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 | Claims processing; Recordkeeping fees... | $100,097 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $52,044 | $81,537-36.2% | $149,718-65.2% | $69,631-25.3% |
| Participation rate | 99.8% | 86.1%+13.7pp | 87.1%+12.7pp | 70.7%+29.1pp |
| Annual return | 18.22% | 22.79%-4.6pp | 1501.63%-1483.4pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $3,313 | $3,239+2.3% | $5,445-39.2% | $2,032+63.0% |
| Participant deferral / active EE | $4,196 | $4,994-16.0% | $6,569-36.1% | $3,224+30.1% |
| Admin fee / account holder | $84 | $107-21.2% | $11,283-99.3% | $110-23.7% |