Filed August 16, 2024 (most recent of 16 filings on file)
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; Direct payment fro... | $91,820 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,740 | $47,722+56.6% | $82,719-9.6% | $64,808+15.3% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -15.97% | -13.05%-2.9pp | 701.18%-717.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $4,165 | $2,179+91.1% | $3,009+38.4% | $2,506+66.2% |
| Participant deferral / active EE | $6,101 | $3,329+83.3% | $4,395+38.8% | $4,310+41.6% |
| Admin fee / account holder | $125 | $143-12.2% | $5,329-97.6% | $188-33.2% |