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 | Shareholder servicing fees; Sales loa... | $71,854 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 16 · EIN 42-1445429 | Consulting | $15,195 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $11,306 |
NATIONAL FINANCIAL SERVICES4 years 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,667 | $52,293+94.4% | $178,490-43.0% | $73,409+38.5% |
| Participation rate | 63.1% | 65.3%-2.3pp | 81.9%-18.8pp | 72.2%-9.1pp |
| Annual return | 12.27% | 34.75%-22.5pp | 151.07%-138.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $2,536 | $1,735+46.1% | $5,011-49.4% | $2,234+13.5% |
| Participant deferral / active EE | $2,893 | $2,332+24.1% | $5,202-44.4% | $3,805-24.0% |
| Admin fee / account holder | $460 | $127+260.9% | $13,984-96.7% | $158+191.1% |