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 | Finders' fees / placement fees; Sales... | $47,299 |
LBMC, PC4 years Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $11,250 |
NEPC, LLC4 years Service code 16 · EIN 26-1429809 | Consulting | $10,341 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $200 |
NATIONAL FINANCIAL SERVICES7+ 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 | $147,002 | $185,342-20.7% | $111,297+32.1% | $86,799+69.4% |
| Participation rate | 80.4% | 81.0%-0.6pp | 77.3%+3.1pp | 72.3%+8.1pp |
| Annual return | 12.88% | 500.80%-487.9pp | 54.65%-41.8pp | 97.91%-85.0pp |
| Employer contribution / active EE | $3,790 | $2,246+68.7% | $2,731+38.8% | $2,405+57.5% |
| Participant deferral / active EE | $6,702 | $4,458+50.3% | $4,487+49.4% | $4,131+62.2% |
| Admin fee / account holder | $201 | $255-21.4% | $7,964-97.5% | $170+18.4% |