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 | Float revenue; Participant loan proce... | $76,674 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,355 | $67,512-52.1% | $185,823-82.6% | $93,030-65.2% |
| Participation rate | 61.3% | 67.1%-5.8pp | 81.7%-20.4pp | 73.9%-12.6pp |
| Annual return | 16.92% | 21.04%-4.1pp | 122.05%-105.1pp | 158.70%-141.8pp |
| Employer contribution / active EE | $693 | $1,783-61.1% | $5,167-86.6% | $2,706-74.4% |
| Participant deferral / active EE | $1,882 | $3,035-38.0% | $5,568-66.2% | $4,562-58.7% |
| Admin fee / account holder | $41 | $318-87.1% | $16,237-99.7% | $152-73.0% |