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 fees; Sales loads (fron... | $26,641 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL CU SERVICES3 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 | $82,117 | $51,197+60.4% | $82,719-0.7% | $66,914+22.7% |
| Participation rate | 98.9% | 67.8%+31.1pp | 72.6%+26.3pp | 69.8%+29.1pp |
| Annual return | -17.21% | -9.64%-7.6pp | 701.18%-718.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $4,451 | $2,611+70.5% | $3,009+47.9% | $2,544+74.9% |
| Participant deferral / active EE | $8,044 | $3,458+132.6% | $4,395+83.0% | $4,237+89.9% |
| Admin fee / account holder | $93 | $416-77.7% | $5,329-98.3% | $593-84.4% |