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 | Direct payment from the plan; Recordk... | $13,554 |
NATIONAL FINANCIAL SERVICES7+ 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.
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 | $27,175 | $56,485-51.9% | $185,823-85.4% | $86,799-68.7% |
| Participation rate | 59.8% | 65.5%-5.7pp | 81.7%-21.9pp | 72.3%-12.5pp |
| Annual return | 11.56% | 118.04%-106.5pp | 122.05%-110.5pp | 97.91%-86.4pp |
| Employer contribution / active EE | $1,054 | $1,843-42.8% | $5,167-79.6% | $2,405-56.2% |
| Participant deferral / active EE | $2,592 | $2,553+1.5% | $5,568-53.5% | $4,131-37.3% |
| Admin fee / account holder | $61 | $150-58.9% | $16,237-99.6% | $170-63.8% |