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 5-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; Participan... | $41,505 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 16 · EIN 42-1445429 | Consulting | $14,743 |
NATIONAL FINANCIAL SERVICES2 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,496 | $37,196+38.4% | $154,107-66.6% | $55,725-7.6% |
| Participation rate | 0.7% | 64.1%-63.4pp | 83.0%-82.3pp | 70.9%-70.2pp |
| Annual return | -5.37% | 1319.68%-1325.0pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,113 | $1,614+30.9% | $5,298-60.1% | $2,078+1.7% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $267 | $102+162.4% | $13,411-98.0% | $115+131.4% |