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 | Recordkeeping fees; Shareholder servi... | $34,140 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $20,337 | $50,820-60.0% | $155,567-86.9% | $77,671-73.8% |
| Participation rate | 61.1% | 63.1%-2.0pp | 78.2%-17.1pp | 70.6%-9.5pp |
| Annual return | 16.35% | 34.85%-18.5pp | 64.74%-48.4pp | 31.21%-14.9pp |
| Employer contribution / active EE | $271 | $1,993-86.4% | $4,674-94.2% | $2,726-90.1% |
| Participant deferral / active EE | $2,221 | $2,823-21.3% | $5,628-60.5% | $4,648-52.2% |
| Admin fee / account holder | $75 | $436-82.8% | $15,916-99.5% | $430-82.6% |