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; Direct payment... | $280 |
NATIONAL FINANCIAL SERVICES5 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 | $74,208 | $56,317+31.8% | $71,209+4.2% | $74,304-0.1% |
| Participation rate | 98.3% | 55.1%+43.2pp | 73.8%+24.6pp | 60.3%+38.0pp |
| Annual return | 24.39% | 42.83%-18.4pp | 282.51%-258.1pp | 29.43%-5.0pp |
| Employer contribution / active EE | $5,390 | $2,160+149.5% | $2,721+98.1% | $2,241+140.5% |
| Participant deferral / active EE | $11,121 | $2,788+298.9% | $4,175+166.4% | $3,767+195.2% |
| Admin fee / account holder | $1 | $2,290-99.9% | $5,349-100.0% | $2,969-100.0% |