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 | Float revenue; Investment management;... | $18,657 |
NATIONAL FINANCIAL SERVICES6+ 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 | $29,867 | $52,293-42.9% | $178,490-83.3% | $73,409-59.3% |
| Participation rate | 65.4% | 65.3%0pp | 81.9%-16.5pp | 72.2%-6.8pp |
| Annual return | 13.57% | 34.75%-21.2pp | 151.07%-137.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $698 | $1,735-59.8% | $5,011-86.1% | $2,234-68.8% |
| Participant deferral / active EE | $1,976 | $2,332-15.3% | $5,202-62.0% | $3,805-48.1% |
| Admin fee / account holder | $65 | $127-49.0% | $13,984-99.5% | $158-58.8% |