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 | Sales loads (front end and deferred);... | $152,791 |
KIDDER BENEFITS1 year Filed as: KIDDER ADVISORS Service code 27 · EIN 59-3331424 | Advisory (Plan) | $75,000 |
WARNER FINANCIAL, INC.4 years Service code 27 · EIN 20-2676231 | Advisory (Plan) | $52,760 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $92,279 | $72,254+27.7% | $86,677+6.5% | $64,808+42.4% |
| Participation rate | 97.0% | 80.4%+16.6pp | 76.6%+20.4pp | 71.5%+25.5pp |
| Annual return | -17.64% | 392.42%-410.1pp | 35.91%-53.5pp | 32.82%-50.5pp |
| Employer contribution / active EE | $6,637 | $2,393+177.4% | $2,836+134.0% | $2,506+164.9% |
| Participant deferral / active EE | $9,530 | $4,658+104.6% | $4,656+104.7% | $4,310+121.1% |
| Admin fee / account holder | $243 | $174+39.7% | $7,493-96.8% | $188+29.3% |