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 | Recordkeeping fees; Distribution (12b... | $29,507 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON FINANCIAL SERVICES Service code 16 · EIN 04-2675571 | Consulting | $22,116 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
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 | $51,022 | $106,230-52.0% | $80,975-37.0% | - |
| Participation rate | 0.0% | 59.7%-59.7pp | 75.8%-75.8pp | - |
| Annual return | 6.62% | 1.70%+4.9pp | 17.10%-10.5pp | - |
| Employer contribution / active EE | $0 | $1,571-100.0% | $3,714-100.0% | - |
| Participant deferral / active EE | $0 | $3,737-100.0% | $5,696-100.0% | - |
| Admin fee / account holder | $133 | $5,451-97.6% | $5,516-97.6% | - |