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 | Participant communication; Distributi... | $120,907 |
NATIONAL FINANCIAL SERVICES7 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.
Employer 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 | $35,212 | $74,933-53.0% | $154,803-77.3% | $117,739-70.1% |
| Participation rate | 27.8% | 64.5%-36.7pp | 78.1%-50.3pp | 76.6%-48.9pp |
| Annual return | 17.95% | 17.34%+0.6pp | 58.88%-40.9pp | 17.29%+0.7pp |
| Employer contribution / active EE | $74 | $2,316-96.8% | $4,305-98.3% | $3,746-98.0% |
| Participant deferral / active EE | $1,117 | $3,942-71.7% | $5,540-79.8% | $6,128-81.8% |
| Admin fee / account holder | $37 | $129-71.2% | $14,329-99.7% | $112-66.7% |