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; Direct pa... | $66,809 |
CURCIO WEBB6 years Service code 16 · EIN 36-4171366 | Consulting | $6,484 |
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 | $80,174 | $99,078-19.1% | $96,544-17.0% | $74,419+7.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 17.21% | 22.48%-5.3pp | 25.84%-8.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $5,381 | $2,570+109.4% | $2,965+81.5% | $2,637+104.0% |
| Participant deferral / active EE | $6,449 | $4,933+30.7% | $4,851+33.0% | $4,528+42.4% |
| Admin fee / account holder | $75 | $225-66.4% | $8,252-99.1% | $348-78.3% |