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 | Participant loan processing; Sharehol... | $59,244 |
NATIONAL FINANCIAL SERVICES6+ 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 | $29,967 | $56,095-46.6% | $178,490-83.2% | $90,288-66.8% |
| Participation rate | 86.5% | 65.6%+21.0pp | 81.9%+4.6pp | 73.4%+13.2pp |
| Annual return | 21.60% | 28.81%-7.2pp | 151.07%-129.5pp | 53.97%-32.4pp |
| Employer contribution / active EE | $1,036 | $1,572-34.1% | $5,011-79.3% | $2,524-59.0% |
| Participant deferral / active EE | $2,594 | $2,669-2.8% | $5,202-50.1% | $4,232-38.7% |
| Admin fee / account holder | $39 | $101-61.4% | $13,984-99.7% | $114-66.0% |