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 | Participant loan processing; Finders'... | $23,656 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL CU SERVICES4 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 | $94,888 | $58,264+62.9% | $86,612+9.6% | $71,457+32.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 19.38% | 21.63%-2.2pp | 591.07%-571.7pp | 28.85%-9.5pp |
| Employer contribution / active EE | $5,348 | $2,574+107.8% | $3,022+76.9% | $2,588+106.7% |
| Participant deferral / active EE | $8,838 | $3,436+157.2% | $4,438+99.2% | $4,289+106.1% |
| Admin fee / account holder | $78 | $1,057-92.6% | $5,614-98.6% | $1,587-95.1% |