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 | Recordkeeping and information managem... | $184,155 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,742 | $50,127-90.5% | $149,673-96.8% | $80,160-94.1% |
| Participation rate | 91.9% | 64.3%+27.6pp | 78.8%+13.1pp | 72.9%+19.0pp |
| Annual return | 13.99% | 29.82%-15.8pp | 134.42%-120.4pp | 40.38%-26.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,429 | $3,194-55.3% | $5,680-74.8% | $5,017-71.5% |
| Admin fee / account holder | $44 | $153-71.4% | $13,210-99.7% | $145-69.8% |