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; Participant loan ... | $17,113 |
NATIONAL FINANCIAL SERVICES6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,035 | $52,293-54.0% | $178,490-86.5% | $73,409-67.3% |
| Participation rate | 56.9% | 65.3%-8.5pp | 81.9%-25.1pp | 72.2%-15.3pp |
| Annual return | 16.09% | 34.75%-18.7pp | 151.07%-135.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,028 | $1,735-40.7% | $5,011-79.5% | $2,234-54.0% |
| Participant deferral / active EE | $2,350 | $2,332+0.8% | $5,202-54.8% | $3,805-38.3% |
| Admin fee / account holder | $66 | $127-48.3% | $13,984-99.5% | $158-58.3% |