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 | Recordkeeping fees; Participant loan ... | $242,169 |
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 |
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 | $54,319 | $47,456+14.5% | $172,739-68.6% | $77,787-30.2% |
| Participation rate | 97.4% | 66.3%+31.2pp | 82.6%+14.8pp | 73.2%+24.2pp |
| Annual return | 15.54% | 35.57%-20.0pp | 802.84%-787.3pp | 32.57%-17.0pp |
| Employer contribution / active EE | $1,616 | $1,574+2.6% | $5,143-68.6% | $2,504-35.5% |
| Participant deferral / active EE | $2,516 | $2,560-1.7% | $5,198-51.6% | $3,967-36.6% |
| Admin fee / account holder | $76 | $81-5.4% | $13,954-99.5% | $100-23.6% |