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 | Distribution (12b-1) fees; Shareholde... | $12,596 |
NATIONAL FINANCIAL SERVICES8+ 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 | $24,959 | $46,292-46.1% | $143,757-82.6% | $64,808-61.5% |
| Participation rate | 63.9% | 64.2%-0.4pp | 80.3%-16.5pp | 71.5%-7.6pp |
| Annual return | -14.40% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,225 | $1,910-35.9% | $4,951-75.3% | $2,506-51.1% |
| Participant deferral / active EE | $2,768 | $2,646+4.6% | $5,637-50.9% | $4,310-35.8% |
| Admin fee / account holder | $52 | $154-66.2% | $14,673-99.6% | $188-72.4% |