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 6-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 | Sales loads (front end and deferred);... | $43,883 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICESS2 years Service code 33 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,893 | $55,415+156.1% | $155,509-8.8% | $74,495+90.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.71% | 268.50%-253.8pp | 64.67%-50.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $9,489 | $2,267+318.5% | $4,672+103.1% | $2,623+261.8% |
| Participant deferral / active EE | $6,917 | $2,836+143.9% | $5,626+23.0% | $4,346+59.2% |
| Admin fee / account holder | $214 | $1,738-87.7% | $15,912-98.7% | $1,942-89.0% |