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 7-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 |
|---|---|---|
THE ETF STORE INC2 years Service code 99 · EIN 26-4480908 | Other Fees | $22,906 |
Service code 49 | Other Services | $1,608 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,709 | $110,094-73.9% | $151,611-81.1% | $68,494-58.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.36% | -10.12%-3.2pp | 3.33%-16.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $9,930 | $4,471+122.1% | $6,166+61.0% | $2,596+282.5% |
| Participant deferral / active EE | $4,766 | $6,527-27.0% | $8,363-43.0% | $4,027+18.3% |
| Admin fee / account holder | $103 | $7,719-98.7% | $11,616-99.1% | $5,403-98.1% |