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 | Float revenue; Account maintenance fe... | $268,504 |
NATIONAL FINANCIAL SERVICES4+ 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 | $48,853 | $45,382+7.6% | $154,107-68.3% | $75,289-35.1% |
| Participation rate | 96.7% | 65.9%+30.8pp | 83.0%+13.7pp | 72.4%+24.3pp |
| Annual return | -2.82% | -0.47%-2.4pp | 735.12%-737.9pp | -0.04%-2.8pp |
| Employer contribution / active EE | $3,057 | $1,533+99.4% | $5,298-42.3% | $2,405+27.1% |
| Participant deferral / active EE | $2,379 | $2,384-0.2% | $5,081-53.2% | $3,739-36.4% |
| Admin fee / account holder | $86 | $89-4.0% | $13,411-99.4% | $102-16.1% |