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... | $219,768 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $68,144 |
NATIONAL FINANCIAL SERVICES3+ 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 | $28,032 | $70,083-60.0% | $59,878-53.2% | $55,725-49.7% |
| Participation rate | 98.7% | 78.4%+20.3pp | 74.7%+24.0pp | 70.9%+27.8pp |
| Annual return | 14.55% | 3.13%+11.4pp | 3.46%+11.1pp | 244.93%-230.4pp |
| Employer contribution / active EE | $3,532 | $2,878+22.7% | $2,722+29.8% | $2,078+70.0% |
| Participant deferral / active EE | $3,636 | $3,079+18.1% | $3,402+6.9% | $3,356+8.4% |
| Admin fee / account holder | $173 | $70+146.1% | $3,590-95.2% | $115+50.2% |