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 |
|---|---|---|
FNBB CAPITAL MARKETS LLC2 years Service code 99 600 UNIVERSITY PARK PLACE STE 380 · BIRMINGHAM, AL 35209 | Other Fees | $32,798 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,625 |
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 | $136,376 | $89,739+52.0% | $149,718-8.9% | $62,292+118.9% |
| Participation rate | 91.3% | 85.1%+6.2pp | 87.1%+4.2pp | 69.5%+21.7pp |
| Annual return | 12.86% | 21.01%-8.2pp | 1501.63%-1488.8pp | 28.90%-16.0pp |
| Employer contribution / active EE | $2,123 | $3,233-34.3% | $5,445-61.0% | $2,042+3.9% |
| Participant deferral / active EE | $7,988 | $4,797+66.5% | $6,569+21.6% | $3,169+152.1% |
| Admin fee / account holder | $33 | $551-94.0% | $11,283-99.7% | $479-93.1% |