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 15 · EIN 35-0145825 | Recordkeeping | $6,767 |
THE ETF STORE INC1 year Filed as: THE ETF STORE INC. Service code 26 · EIN 26-4480908 | Advisory (Participants) | $6,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $21,342 | $34,677-38.5% | $77,024-72.3% | $64,808-67.1% |
| Participation rate | 14.4% | 49.8%-35.4pp | 67.9%-53.5pp | 71.5%-57.0pp |
| Annual return | -14.25% | -5.33%-8.9pp | 42.32%-56.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $332 | $2,556-87.0% | $4,426-92.5% | $4,310-92.3% |
| Admin fee / account holder | $145 | $179-19.0% | $5,425-97.3% | $188-23.0% |