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 | Account maintenance fees; Distributio... | $29,478 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 33 · EIN 36-3051915 | Securities brokerage commissions and ... | $729 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 | 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 | $72,972 | $51,620+41.4% | $90,281-19.2% | $65,185+11.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 24.06% | 24.94%-0.9pp | 78.10%-54.0pp | 29.38%-5.3pp |
| Employer contribution / active EE | $4,116 | $2,235+84.2% | $2,854+44.2% | $2,177+89.1% |
| Participant deferral / active EE | $7,192 | $2,871+150.5% | $3,885+85.1% | $3,514+104.7% |
| Admin fee / account holder | $98 | $384-74.4% | $5,351-98.2% | $847-88.4% |