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 | Direct payment from the plan; Investm... | $30,648 |
NATIONAL FINANCIAL SERVICES1+ 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 | $36,971 | $41,854-11.7% | $73,843-49.9% | $52,331-29.4% |
| Participation rate | 90.7% | 66.2%+24.5pp | 73.4%+17.3pp | 68.1%+22.6pp |
| Annual return | 2.47% | 2.11%+0.4pp | 2267.84%-2265.4pp | 4.54%-2.1pp |
| Employer contribution / active EE | $1,934 | $1,920+0.7% | $2,787-30.6% | $1,882+2.8% |
| Participant deferral / active EE | $5,085 | $2,498+103.5% | $3,583+41.9% | $3,022+68.3% |
| Admin fee / account holder | $118 | $493-76.0% | $4,880-97.6% | $592-80.0% |