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 | Distribution (12b-1) fees; Participan... | $92,595 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,332 | $44,989+36.3% | $170,442-64.0% | $77,958-21.3% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 13.73% | 19.61%-5.9pp | 205.93%-192.2pp | 20.87%-7.1pp |
| Employer contribution / active EE | $2,190 | $1,466+49.4% | $5,433-59.7% | $2,310-5.2% |
| Participant deferral / active EE | $4,147 | $2,208+87.8% | $4,939-16.1% | $3,537+17.2% |
| Admin fee / account holder | $49 | $69-28.3% | $13,880-99.6% | $97-49.2% |