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 | Claims processing; Float revenue; Par... | $115,283 |
SB & COMPANY, LLC7 years Service code 10 · EIN 20-2153727 | Accounting | $13,350 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,682 | $50,127-18.8% | $149,673-72.8% | $80,160-49.2% |
| Participation rate | 92.0% | 64.3%+27.8pp | 78.8%+13.3pp | 72.9%+19.1pp |
| Annual return | 13.83% | 29.82%-16.0pp | 134.42%-120.6pp | 40.38%-26.5pp |
| Employer contribution / active EE | $1,470 | $1,865-21.1% | $4,818-69.5% | $2,978-50.6% |
| Participant deferral / active EE | $4,676 | $3,194+46.4% | $5,680-17.7% | $5,017-6.8% |
| Admin fee / account holder | $54 | $153-64.9% | $13,210-99.6% | $145-63.0% |