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 | Shareholder servicing fees; Recordkee... | $126,651 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,273 | $89,652+36.4% | $141,162-13.4% | $65,185+87.6% |
| Participation rate | 95.8% | 74.7%+21.1pp | 82.5%+13.3pp | 70.2%+25.6pp |
| Annual return | 22.64% | 32.79%-10.2pp | 71.39%-48.8pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,891 | $3,065-38.3% | $4,735-60.1% | $2,177-13.1% |
| Participant deferral / active EE | $6,389 | $5,691+12.3% | $6,709-4.8% | $3,514+81.8% |
| Admin fee / account holder | $787 | $569+38.4% | $10,261-92.3% | $847-7.1% |