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 | Investment management; Distribution (... | $22,672 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL CU SERVICES2 years Filed as: NATIONAL SERVICES 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 | $105,787 | $63,745+66.0% | $98,442+7.5% | $79,386+33.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 16.25% | 625.80%-609.6pp | 1492.73%-1476.5pp | 116.85%-100.6pp |
| Employer contribution / active EE | $4,890 | $2,557+91.2% | $2,960+65.2% | $2,427+101.4% |
| Participant deferral / active EE | $8,250 | $3,303+149.8% | $4,276+92.9% | $4,046+103.9% |
| Admin fee / account holder | $93 | $516-82.0% | $5,949-98.4% | $626-85.2% |