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; Participan... | $13,824 |
Service code 27 · EIN 25-1773014 | Advisory (Plan) | $5,584 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $29,050 | $47,126-38.4% | $149,673-80.6% | $74,419-61.0% |
| Participation rate | 65.2% | 63.4%+1.8pp | 78.8%-13.6pp | 70.7%-5.5pp |
| Annual return | 13.69% | 22.75%-9.1pp | 134.42%-120.7pp | 34.38%-20.7pp |
| Employer contribution / active EE | $1,267 | $1,905-33.5% | $4,818-73.7% | $2,637-51.9% |
| Participant deferral / active EE | $2,954 | $2,728+8.3% | $5,680-48.0% | $4,528-34.8% |
| Admin fee / account holder | $57 | $343-83.4% | $13,210-99.6% | $348-83.7% |