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);... | $30,559 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,175 | $80,968-17.0% | $96,544-30.4% | $75,163-10.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.69% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,186 | $2,282-48.0% | $2,965-60.0% | $2,670-55.6% |
| Participant deferral / active EE | $4,046 | $3,928+3.0% | $4,851-16.6% | $4,125-1.9% |
| Admin fee / account holder | $225 | $6,724-96.7% | $8,252-97.3% | $5,651-96.0% |