Filed January 3, 2018
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 7-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 | Shareholder servicing fees; Distribut... | $81,313 |
NATIONAL FINANCIAL SERVICES6+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,561 | $53,136-53.8% | $155,509-84.2% | $199,593-87.7% |
| Participation rate | 88.2% | 64.1%+24.1pp | 78.2%+10.0pp | 72.0%+16.2pp |
| Annual return | 12.62% | 41.15%-28.5pp | 64.67%-52.1pp | 34.25%-21.6pp |
| Employer contribution / active EE | $1,620 | $1,851-12.5% | $4,672-65.3% | $3,034-46.6% |
| Participant deferral / active EE | $57 | $3,161-98.2% | $5,626-99.0% | $5,087-98.9% |
| Admin fee / account holder | $23 | $185-87.4% | $15,912-99.9% | $269-91.3% |