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 |
|---|---|---|
INVERNESS SECURITIES LLC2 years Service code 55 · EIN 01-0791017 | Other Commissions | $25,115 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,380 | $76,050-24.5% | $96,544-40.6% | $71,457-19.7% |
| Participation rate | 95.8% | 74.4%+21.4pp | 76.0%+19.8pp | 67.9%+27.9pp |
| Annual return | 13.15% | 22.81%-9.7pp | 25.84%-12.7pp | 28.85%-15.7pp |
| Employer contribution / active EE | $2,779 | $2,244+23.8% | $2,965-6.3% | $2,588+7.4% |
| Participant deferral / active EE | $2,872 | $4,215-31.9% | $4,851-40.8% | $4,289-33.0% |
| Admin fee / account holder | $1 | $2,707-100.0% | $8,252-100.0% | $1,587-99.9% |