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 | Participant communication; Float reve... | $184,660 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 16 · EIN 36-4291971 | Consulting | $37,071 |
Service code 10 · EIN 72-2303556 | Accounting | $10,800 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $9,000 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $73,687 | $47,456+55.3% | $172,739-57.3% | $77,787-5.3% |
| Participation rate | 93.5% | 66.3%+27.2pp | 82.6%+10.8pp | 73.2%+20.3pp |
| Annual return | 20.78% | 35.57%-14.8pp | 802.84%-782.1pp | 32.57%-11.8pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,137 | $2,560+100.7% | $5,198-1.2% | $3,967+29.5% |
| Admin fee / account holder | $28 | $81-65.1% | $13,954-99.8% | $100-71.8% |