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 fees; Participant loan ... | $128,477 |
KKDLY LLC3 years Service code 10 · EIN 99-0292355 | Accounting | $17,487 |
NATIONAL FINANCIAL SERVICES6+ 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 | $99,899 | $52,293+91.0% | $178,490-44.0% | $73,409+36.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 14.93% | 34.75%-19.8pp | 151.07%-136.1pp | 59.29%-44.4pp |
| Employer contribution / active EE | $2,219 | $1,735+27.9% | $5,011-55.7% | $2,234-0.6% |
| Participant deferral / active EE | $4,200 | $2,332+80.1% | $5,202-19.3% | $3,805+10.4% |
| Admin fee / account holder | $105 | $127-17.6% | $13,984-99.2% | $158-33.5% |