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; Recordkeeping ... | $201 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,397 | $58,264-27.2% | $86,612-51.0% | $71,457-40.7% |
| Participation rate | 99.2% | 65.0%+34.2pp | 71.7%+27.5pp | 67.9%+31.3pp |
| Annual return | 22.51% | 21.63%+0.9pp | 591.07%-568.6pp | 28.85%-6.3pp |
| Employer contribution / active EE | $4,158 | $2,574+61.5% | $3,022+37.6% | $2,588+60.7% |
| Participant deferral / active EE | $9,150 | $3,436+166.3% | $4,438+106.2% | $4,289+113.4% |
| Admin fee / account holder | $1 | $1,057-99.9% | $5,614-100.0% | $1,587-99.9% |