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 | Finders' fees / placement fees; Inves... | $15,180 |
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 | $98,956 | $50,637+95.4% | $86,590+14.3% | $62,292+58.9% |
| Participation rate | 99.3% | 67.9%+31.4pp | 73.5%+25.8pp | 69.5%+29.8pp |
| Annual return | 19.67% | 20.80%-1.1pp | 964.84%-945.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $2,999 | $2,075+44.5% | $2,839+5.6% | $2,042+46.9% |
| Participant deferral / active EE | $4,293 | $2,611+64.4% | $3,609+19.0% | $3,169+35.5% |
| Admin fee / account holder | $75 | $413-81.9% | $4,906-98.5% | $479-84.4% |