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 13 · EIN 06-1050034 | Contract Administrator | $501,173 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $101,729 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $29,540 |
ANTON COLLINS MITCHELL LLP2+ years Service code 10 · EIN 01-0724563 | Accounting | $14,500 |
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 | $172,849 | $221,442-21.9% | $92,233+87.4% | $77,958+121.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 18.94% | 15.65%+3.3pp | 176.28%-157.3pp | 20.87%-1.9pp |
| Employer contribution / active EE | $12,101 | $3,226+275.1% | $3,679+228.9% | $2,310+423.7% |
| Participant deferral / active EE | $1,773 | $2,779-36.2% | $3,897-54.5% | $3,537-49.9% |
| Admin fee / account holder | $299 | $210+42.7% | $5,194-94.2% | $97+207.3% |