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 | Shareholder servicing fees; Sales loa... | $2,248 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $116,800 | $56,443+106.9% | $83,848+39.3% | $55,725+109.6% |
| Participation rate | 89.9% | 72.0%+17.9pp | 76.1%+13.8pp | 70.9%+19.1pp |
| Annual return | -4.76% | 393.67%-398.4pp | 850.88%-855.6pp | 244.93%-249.7pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,357 | $2,965+114.4% | $4,082+55.7% | $3,356+89.4% |
| Admin fee / account holder | $7 | $156-95.8% | $5,478-99.9% | $115-94.2% |