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 | Account maintenance fees; Float reven... | $117,569 |
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 | $52,120 | $113,995-54.3% | $127,761-59.2% | $77,787-33.0% |
| Participation rate | 98.4% | 85.7%+12.7pp | 79.0%+19.4pp | 73.2%+25.2pp |
| Annual return | 24.08% | 26.09%-2.0pp | 26.14%-2.1pp | 32.57%-8.5pp |
| Employer contribution / active EE | $3,609 | $6,012-40.0% | $4,574-21.1% | $2,504+44.1% |
| Participant deferral / active EE | $7,564 | $7,267+4.1% | $6,021+25.6% | $3,967+90.7% |
| Admin fee / account holder | $74 | $108-31.6% | $9,395-99.2% | $100-26.3% |