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 | Shareholder servicing fees; Sales loa... | $23,603 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC Service code 17 · EIN 36-3109431 | Pension Consulting | $1,596 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $1,500 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL CU SERVICES1 year Filed as: NATIONAL SERVICES 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 | $88,749 | $66,124+34.2% | $90,404-1.8% | $73,488+20.8% |
| Participation rate | 94.1% | 69.7%+24.4pp | 72.7%+21.4pp | 70.7%+23.4pp |
| Annual return | 18.40% | 17.65%+0.7pp | 1293.02%-1274.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $2,805 | $2,346+19.6% | $3,262-14.0% | $2,270+23.6% |
| Participant deferral / active EE | $8,198 | $3,039+169.8% | $3,963+106.8% | $3,740+119.2% |
| Admin fee / account holder | $90 | $396-77.3% | $5,611-98.4% | $513-82.5% |