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 | Participant communication; Float reve... | $130,541 |
SB & COMPANY, LLC3 years Service code 10 · EIN 20-2153727 | Accounting | $12,900 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $35,037 | $47,456-26.2% | $172,739-79.7% | $77,787-55.0% |
| Participation rate | 98.2% | 66.3%+31.9pp | 82.6%+15.5pp | 73.2%+25.0pp |
| Annual return | 18.87% | 35.57%-16.7pp | 802.84%-784.0pp | 32.57%-13.7pp |
| Employer contribution / active EE | $803 | $1,574-49.0% | $5,143-84.4% | $2,504-67.9% |
| Participant deferral / active EE | $4,091 | $2,560+59.8% | $5,198-21.3% | $3,967+3.1% |
| Admin fee / account holder | $75 | $81-7.4% | $13,954-99.5% | $100-25.1% |