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 5-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);... | $5,542 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $550 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,835 | $46,173+14.4% | $170,442-69.0% | $69,631-24.1% |
| Participation rate | 62.7% | 63.9%-1.2pp | 83.6%-20.9pp | 70.7%-8.0pp |
| Annual return | 14.61% | 21.62%-7.0pp | 205.93%-191.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $2,027 | $1,610+25.9% | $5,433-62.7% | $2,032-0.2% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $27 | $116-76.9% | $13,880-99.8% | $110-75.8% |