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 | Float revenue; Participant communicat... | $43,465 |
NWK GROUP, INC.1+ years Service code 27 · EIN 20-2154904 | Advisory (Plan) | $18,750 |
MOSS ADAMS LLP1+ years Filed as: MOSS & ADAMS Service code 10 · EIN 91-0189318 | Accounting | $17,000 |
NATIONAL FINANCIAL SERVICES1+ 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 | $18,498 | $37,117-50.2% | $147,614-87.5% | $55,191-66.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 1.17% | 3.44%-2.3pp | 61.98%-60.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $1,569 | $1,620-3.2% | $5,564-71.8% | $1,899-17.4% |
| Participant deferral / active EE | $3,876 | $1,985+95.2% | $4,895-20.8% | $3,046+27.2% |
| Admin fee / account holder | $72 | $86-16.3% | $11,611-99.4% | $91-21.1% |