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 | Investment management; Float revenue;... | $53,039 |
NATIONAL FINANCIAL SERVICES3+ 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 | $114,473 | $80,753+41.8% | $136,294-16.0% | $62,292+83.8% |
| Participation rate | 82.9% | 73.5%+9.3pp | 81.9%+1.0pp | 69.5%+13.4pp |
| Annual return | 18.41% | 35.83%-17.4pp | 5155.94%-5137.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $3,728 | $2,884+29.3% | $4,695-20.6% | $2,042+82.5% |
| Participant deferral / active EE | $8,314 | $5,164+61.0% | $6,247+33.1% | $3,169+162.3% |
| Admin fee / account holder | $138 | $525-73.8% | $9,243-98.5% | $479-71.3% |