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 | Investment management; Finders' fees ... | $45,522 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,259 | $73,004+0.3% | $90,749-19.3% | $68,494+7.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -12.28% | -13.81%+1.5pp | -12.16%-0.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,708 | $2,193-22.1% | $2,921-41.5% | $2,596-34.2% |
| Participant deferral / active EE | $3,224 | $3,627-11.1% | $4,564-29.4% | $4,027-19.9% |
| Admin fee / account holder | $364 | $5,896-93.8% | $8,445-95.7% | $5,403-93.3% |