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);... | $67,774 |
CURCIO WEBB4 years Service code 16 · EIN 36-4171366 | Consulting | $8,298 |
NATIONAL FINANCIAL SERVICES5 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 | $83,391 | $185,342-55.0% | $111,297-25.1% | $86,799-3.9% |
| Participation rate | 97.8% | 81.0%+16.8pp | 77.3%+20.5pp | 72.3%+25.5pp |
| Annual return | 13.00% | 500.80%-487.8pp | 54.65%-41.7pp | 97.91%-84.9pp |
| Employer contribution / active EE | $4,258 | $2,246+89.6% | $2,731+55.9% | $2,405+77.0% |
| Participant deferral / active EE | $4,865 | $4,458+9.1% | $4,487+8.4% | $4,131+17.8% |
| Admin fee / account holder | $84 | $255-67.1% | $7,964-98.9% | $170-50.5% |