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 | Distribution (12b-1) fees; Finders' f... | $154,745 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $20,041 | $407,990-95.1% | $121,196-83.5% | $75,289-73.4% |
| Participation rate | 93.0% | 59.5%+33.5pp | 71.7%+21.2pp | 72.4%+20.5pp |
| Annual return | -3.12% | 2.93%-6.1pp | 16.93%-20.1pp | -0.04%-3.1pp |
| Employer contribution / active EE | $859 | $1,846-53.4% | $4,022-78.6% | $2,405-64.3% |
| Participant deferral / active EE | $1,334 | $2,201-39.4% | $3,344-60.1% | $3,739-64.3% |
| Admin fee / account holder | $68 | $455-85.1% | $5,019-98.6% | $102-33.7% |