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 | Sales loads (front end and deferred);... | $56,034 |
NWK GROUP, INC.3+ years Service code 27 · EIN 20-2154904 | Advisory (Plan) | $18,235 |
NATIONAL FINANCIAL SERVICES3+ 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 | $25,521 | $46,173-44.7% | $170,442-85.0% | $69,631-63.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 17.25% | 21.62%-4.4pp | 205.93%-188.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $2,396 | $1,610+48.9% | $5,433-55.9% | $2,032+17.9% |
| Participant deferral / active EE | $4,040 | $2,080+94.2% | $4,939-18.2% | $3,224+25.3% |
| Admin fee / account holder | $47 | $116-59.5% | $13,880-99.7% | $110-57.5% |