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 | Claims processing; Sales loads (front... | $101,883 |
NATIONAL FINANCIAL SERVICES2+ years 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 | $32,307 | $63,905-49.4% | $74,183-56.5% | $57,658-44.0% |
| Participation rate | 78.0% | 79.8%-1.7pp | 76.6%+1.4pp | 70.2%+7.8pp |
| Annual return | 8.86% | 60.60%-51.7pp | 17.74%-8.9pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,736 | $1,840-5.7% | $2,370-26.7% | $1,974-12.0% |
| Participant deferral / active EE | $3,009 | $3,448-12.7% | $3,550-15.2% | $3,061-1.7% |
| Admin fee / account holder | $111 | $91+22.4% | $5,586-98.0% | $95+17.9% |