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 | Investment management; Participant co... | $14,449 |
NATIONAL FINANCIAL SERVICES5+ 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 | $35,044 | $101,523-65.5% | $141,162-75.2% | $77,787-54.9% |
| Participation rate | 90.3% | 77.4%+12.9pp | 82.5%+7.8pp | 73.2%+17.1pp |
| Annual return | 30.16% | 56.22%-26.1pp | 71.39%-41.2pp | 32.57%-2.4pp |
| Employer contribution / active EE | $1,635 | $3,341-51.1% | $4,735-65.5% | $2,504-34.7% |
| Participant deferral / active EE | $5,219 | $6,434-18.9% | $6,709-22.2% | $3,967+31.5% |
| Admin fee / account holder | $10 | $92-88.9% | $10,261-99.9% | $100-89.8% |