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 |
|---|---|---|
MONATGE SECURITIES LLC4 years Service code 55 · EIN 27-2587292 | Other Commissions | $24,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,146 | $63,442+124.1% | $68,791+106.6% | $66,914+112.4% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -20.60% | -8.29%-12.3pp | -6.38%-14.2pp | 1.58%-22.2pp |
| Employer contribution / active EE | $1,497 | $1,775-15.7% | $2,655-43.6% | $2,544-41.2% |
| Participant deferral / active EE | $3,338 | $2,945+13.4% | $3,941-15.3% | $4,237-21.2% |
| Admin fee / account holder | $1 | $577-99.8% | $4,932-100.0% | $593-99.8% |