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; Sales loads (f... | $50,930 |
NATIONAL FINANCIAL SERVICES7 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 | $45,477 | $50,815-10.5% | $155,509-70.8% | $77,643-41.4% |
| Participation rate | 87.3% | 63.1%+24.2pp | 78.2%+9.1pp | 70.6%+16.7pp |
| Annual return | 23.15% | 34.80%-11.7pp | 64.67%-41.5pp | 31.24%-8.1pp |
| Employer contribution / active EE | $2,242 | $1,993+12.5% | $4,672-52.0% | $2,726-17.7% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $42 | $437-90.3% | $15,912-99.7% | $430-90.1% |