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 | Recordkeeping and information managem... | $129,059 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,030 | $47,126-19.3% | $149,673-74.6% | $74,419-48.9% |
| Participation rate | 89.8% | 63.4%+26.4pp | 78.8%+11.0pp | 70.7%+19.0pp |
| Annual return | 17.16% | 22.75%-5.6pp | 134.42%-117.3pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,036 | $1,905-45.6% | $4,818-78.5% | $2,637-60.7% |
| Participant deferral / active EE | $3,429 | $2,728+25.7% | $5,680-39.6% | $4,528-24.3% |
| Admin fee / account holder | $141 | $343-59.0% | $13,210-98.9% | $348-59.6% |