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 | Direct payment from the plan; Partici... | $100,110 |
SB & COMPANY, LLC6 years Service code 10 · EIN 20-2153727 | Accounting | $16,450 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,048 | $45,000-26.6% | $143,757-77.0% | $77,904-57.6% |
| Participation rate | 95.1% | 66.8%+28.3pp | 80.3%+14.8pp | 73.7%+21.4pp |
| Annual return | -13.61% | 29.03%-42.6pp | -0.04%-13.6pp | 12.21%-25.8pp |
| Employer contribution / active EE | $2,385 | $1,870+27.6% | $4,951-51.8% | $2,848-16.2% |
| Participant deferral / active EE | $4,655 | $3,157+47.5% | $5,637-17.4% | $4,806-3.1% |
| Admin fee / account holder | $45 | $98-53.8% | $14,673-99.7% | $133-65.7% |