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; Recordk... | $67,041 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,495 | $47,126-9.8% | $149,673-71.6% | $74,419-42.9% |
| Participation rate | 85.0% | 63.4%+21.6pp | 78.8%+6.3pp | 70.7%+14.3pp |
| Annual return | 12.43% | 22.75%-10.3pp | 134.42%-122.0pp | 34.38%-22.0pp |
| Employer contribution / active EE | $2,093 | $1,905+9.8% | $4,818-56.6% | $2,637-20.6% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $62 | $343-81.8% | $13,210-99.5% | $348-82.1% |