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 | Sales loads (front end and deferred);... | $70,798 |
NATIONAL FINANCIAL SERVICES6+ 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 | $58,153 | $110,699-47.5% | $177,821-67.3% | $90,288-35.6% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 20.53% | 22.79%-2.3pp | 48.32%-27.8pp | 53.97%-33.4pp |
| Employer contribution / active EE | $3,344 | $4,118-18.8% | $5,918-43.5% | $2,524+32.5% |
| Participant deferral / active EE | $4,346 | $6,731-35.4% | $7,714-43.7% | $4,232+2.7% |
| Admin fee / account holder | $39 | $90-56.2% | $12,427-99.7% | $114-65.4% |