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);... | $14,502 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,721 | $62,928-70.3% | $172,739-89.2% | $67,579-72.3% |
| Participation rate | 57.2% | 64.5%-7.3pp | 82.6%-25.4pp | 71.3%-14.1pp |
| Annual return | 22.07% | 30.36%-8.3pp | 802.84%-780.8pp | 378.56%-356.5pp |
| Employer contribution / active EE | $1,012 | $1,636-38.1% | $5,143-80.3% | $2,148-52.9% |
| Participant deferral / active EE | $2,201 | $2,145+2.6% | $5,198-57.7% | $3,539-37.8% |
| Admin fee / account holder | $54 | $167-67.4% | $13,954-99.6% | $142-61.8% |