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 | Recordkeeping and information managem... | $50,734 |
NWK GROUP, INC.2+ years Service code 27 · EIN 20-2154904 | Advisory (Plan) | $24,924 |
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 | $22,290 | $36,916-39.6% | $156,549-85.8% | $57,658-61.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 8.11% | 12.38%-4.3pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,651 | $1,571+5.1% | $5,501-70.0% | $1,974-16.4% |
| Participant deferral / active EE | $4,164 | $1,926+116.2% | $4,871-14.5% | $3,061+36.0% |
| Admin fee / account holder | $51 | $82-38.2% | $13,027-99.6% | $95-46.0% |