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 |
|---|---|---|
Filed as: COMPREHENSIVE ASSET MANAGEMENT & Service code 55 · EIN 03-0394724 | Other Commissions | $74,907 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,903 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,549 | $92,091-76.6% | $62,995-65.8% | $77,958-72.4% |
| Participation rate | 91.6% | 74.5%+17.1pp | 74.8%+16.8pp | 71.6%+20.0pp |
| Annual return | 27.57% | 16.23%+11.3pp | 87.57%-60.0pp | 20.87%+6.7pp |
| Employer contribution / active EE | $875 | $3,424-74.5% | $2,759-68.3% | $2,310-62.1% |
| Participant deferral / active EE | $5,030 | $3,361+49.7% | $3,329+51.1% | $3,537+42.2% |
| Admin fee / account holder | $9 | $48-80.4% | $3,600-99.7% | $97-90.3% |