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 | Shareholder servicing fees; Claims pr... | $9,999 |
Filed as: HEALTHCARE COMMUNITY SEC CORP Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12186 | Consulting | $3,637 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIALS SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,452 | $61,272-51.9% | $149,673-80.3% | $71,457-58.8% |
| Participation rate | 70.2% | 62.5%+7.7pp | 78.8%-8.6pp | 67.9%+2.3pp |
| Annual return | 19.83% | 35.85%-16.0pp | 134.42%-114.6pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,143 | $2,378-52.0% | $4,818-76.3% | $2,588-55.8% |
| Participant deferral / active EE | $990 | $2,917-66.1% | $5,680-82.6% | $4,289-76.9% |
| Admin fee / account holder | $50 | $1,261-96.1% | $13,210-99.6% | $1,587-96.9% |