Filed March 5, 2019
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 | Sales loads (front end and deferred);... | $195,964 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,918 | $134,045-87.4% | $80,019-78.9% | $75,289-77.5% |
| Participation rate | 99.6% | 85.8%+13.9pp | 75.8%+23.8pp | 72.4%+27.2pp |
| Annual return | 2.74% | -0.56%+3.3pp | 11.22%-8.5pp | -0.04%+2.8pp |
| Employer contribution / active EE | $1,296 | $3,492-62.9% | $2,468-47.5% | $2,405-46.1% |
| Participant deferral / active EE | $1,913 | $4,976-61.6% | $3,686-48.1% | $3,739-48.8% |
| Admin fee / account holder | $71 | $124-43.0% | $6,521-98.9% | $102-31.0% |