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 | Claims processing; Recordkeeping fees... | $73,221 |
NATIONAL FINANCIAL SERVICES2+ 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 | $54,156 | $46,100+17.5% | $86,590-37.5% | $69,631-22.2% |
| Participation rate | 85.2% | 67.2%+18.1pp | 73.5%+11.7pp | 70.7%+14.5pp |
| Annual return | 18.03% | 21.02%-3.0pp | 964.84%-946.8pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $3,590 | $1,850+94.1% | $2,839+26.5% | $2,032+76.7% |
| Participant deferral / active EE | $4,541 | $2,432+86.7% | $3,609+25.8% | $3,224+40.9% |
| Admin fee / account holder | $109 | $94+16.7% | $4,906-97.8% | $110-0.9% |