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; Recordke... | $480 |
NATIONAL FINANCIAL SERVICES2 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 | $32,133 | $51,197-37.2% | $82,719-61.2% | $66,914-52.0% |
| Participation rate | 99.2% | 67.8%+31.3pp | 72.6%+26.6pp | 69.8%+29.3pp |
| Annual return | -18.65% | -9.64%-9.0pp | 701.18%-719.8pp | 1.58%-20.2pp |
| Employer contribution / active EE | $4,765 | $2,611+82.5% | $3,009+58.4% | $2,544+87.3% |
| Participant deferral / active EE | $9,614 | $3,458+178.0% | $4,395+118.8% | $4,237+126.9% |
| Admin fee / account holder | $2 | $416-99.4% | $5,329-100.0% | $593-99.6% |