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);... | $68,083 |
NATIONAL FINANCIAL SERVICES4 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 | $51,385 | $56,485-9.0% | $185,823-72.3% | $86,799-40.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 20.96% | 118.04%-97.1pp | 122.05%-101.1pp | 97.91%-76.9pp |
| Employer contribution / active EE | $2,314 | $1,843+25.6% | $5,167-55.2% | $2,405-3.8% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $65 | $150-56.6% | $16,237-99.6% | $170-61.7% |