Filed April 25, 2023 (most recent of 5 filings on file)
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 and information managem... | $211,741 |
Service code 27 · EIN 58-2608124 | Advisory (Plan) | $131,850 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,859 | $45,000+21.9% | $143,757-61.8% | $77,904-29.6% |
| Participation rate | 61.0% | 66.8%-5.9pp | 80.3%-19.3pp | 73.7%-12.7pp |
| Annual return | -15.14% | 29.03%-44.2pp | -0.04%-15.1pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,781 | $1,870-4.7% | $4,951-64.0% | $2,848-37.4% |
| Participant deferral / active EE | $3,616 | $3,157+14.6% | $5,637-35.9% | $4,806-24.8% |
| Admin fee / account holder | $132 | $98+34.0% | $14,673-99.1% | $133-0.5% |