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);... | $117,050 |
KKDLY LLC2 years Service code 10 · EIN 99-0292355 | Accounting | $17,487 |
NATIONAL FINANCIAL SERVICES5+ 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 | $84,965 | $62,928+35.0% | $172,739-50.8% | $67,579+25.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 19.08% | 30.36%-11.3pp | 802.84%-783.8pp | 378.56%-359.5pp |
| Employer contribution / active EE | $2,305 | $1,636+40.9% | $5,143-55.2% | $2,148+7.3% |
| Participant deferral / active EE | $4,391 | $2,145+104.7% | $5,198-15.5% | $3,539+24.1% |
| Admin fee / account holder | $93 | $167-44.3% | $13,954-99.3% | $142-34.8% |