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 | Distribution (12b-1) fees; Float reve... | $275,400 |
USI CONSULTING GROUP5+ years Service code 16 · EIN 06-1053228 | Consulting | $94,788 |
BKD, LLP5+ years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $15,512 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $20,851 | $26,479-21.3% | $74,701-72.1% | $77,787-73.2% |
| Participation rate | 99.3% | 37.6%+61.7pp | 54.5%+44.9pp | 73.2%+26.1pp |
| Annual return | 21.23% | 38.31%-17.1pp | 752.92%-731.7pp | 32.57%-11.3pp |
| Employer contribution / active EE | $1,694 | $440+285.4% | $1,084+56.3% | $2,504-32.4% |
| Participant deferral / active EE | $2,355 | $1,074+119.2% | $1,964+19.9% | $3,967-40.6% |
| Admin fee / account holder | $73 | $119-38.5% | $3,333-97.8% | $100-26.9% |