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; Recordkeep... | $8,521 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $53,713 | $61,272-12.3% | $149,673-64.1% | $71,457-24.8% |
| Participation rate | 76.9% | 62.5%+14.4pp | 78.8%-1.8pp | 67.9%+9.0pp |
| Annual return | 21.33% | 35.85%-14.5pp | 134.42%-113.1pp | 28.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $185 | $2,917-93.7% | $5,680-96.7% | $4,289-95.7% |
| Admin fee / account holder | $75 | $1,261-94.0% | $13,210-99.4% | $1,587-95.2% |