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);... | $66,515 |
CURCIO WEBB5 years Service code 16 · EIN 36-4171366 | Consulting | $6,511 |
NATIONAL FINANCIAL SERVICES6 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 | $68,069 | $72,254-5.8% | $86,677-21.5% | $64,808+5.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -15.63% | 392.42%-408.1pp | 35.91%-51.5pp | 32.82%-48.5pp |
| Employer contribution / active EE | $4,837 | $2,393+102.2% | $2,836+70.5% | $2,506+93.0% |
| Participant deferral / active EE | $5,700 | $4,658+22.4% | $4,656+22.4% | $4,310+32.2% |
| Admin fee / account holder | $76 | $174-56.1% | $7,493-99.0% | $188-59.3% |