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 | Claims processing; Direct payment fro... | $121,767 |
NATIONAL FINANCIAL SERVICES8+ 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 | $33,886 | $46,292-26.8% | $143,757-76.4% | $64,808-47.7% |
| Participation rate | 86.4% | 64.2%+22.2pp | 80.3%+6.1pp | 71.5%+14.9pp |
| Annual return | -16.97% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,084 | $1,910-43.2% | $4,951-78.1% | $2,506-56.7% |
| Participant deferral / active EE | $3,349 | $2,646+26.6% | $5,637-40.6% | $4,310-22.3% |
| Admin fee / account holder | $139 | $154-9.7% | $14,673-99.1% | $188-26.1% |