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 60 · EIN 04-2647786 | Sub-TA Fees | $24,578 |
BNA WEALTH1 year Filed as: BNA WEALTH INC Service code 27 · EIN 56-1902157 | Advisory (Plan) | $16,000 |
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 | $146,876 | $99,957+46.9% | $149,696-1.9% | $73,488+99.9% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.5%+16.0pp | 70.7%+27.8pp |
| Annual return | 17.79% | 53.87%-36.1pp | 276.60%-258.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $4,100 | $3,191+28.5% | $4,644-11.7% | $2,270+80.6% |
| Participant deferral / active EE | $9,422 | $6,073+55.2% | $6,842+37.7% | $3,740+152.0% |
| Admin fee / account holder | $123 | $551-77.7% | $9,309-98.7% | $513-76.1% |