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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $7,955 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,927 | $62,928-52.4% | $172,739-82.7% | $67,579-55.7% |
| Participation rate | 53.7% | 64.5%-10.7pp | 82.6%-28.9pp | 71.3%-17.6pp |
| Annual return | 20.95% | 30.36%-9.4pp | 802.84%-781.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $491 | $1,636-70.0% | $5,143-90.5% | $2,148-77.1% |
| Participant deferral / active EE | $1,414 | $2,145-34.1% | $5,198-72.8% | $3,539-60.0% |
| Admin fee / account holder | $60 | $167-64.1% | $13,954-99.6% | $142-58.0% |