Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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; Recordkeep... | $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 commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,893 | $55,472+155.8% | $155,567-8.8% | $74,546+90.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.71% | 268.72%-254.0pp | 64.74%-50.0pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $9,489 | $2,269+318.2% | $4,674+103.0% | $2,624+261.6% |
| Participant deferral / active EE | $6,917 | $2,838+143.8% | $5,628+22.9% | $4,347+59.1% |
| Admin fee / account holder | $214 | $1,743-87.7% | $15,916-98.7% | $1,944-89.0% |