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 13-3689004 | Recordkeeping fees; Sales loads (fron... | $12,350 |
RENAISSANCE2 years Filed as: RENAISSANCE BENEFIT ADVISORS GROUP Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,869 |
NATIONAL FINANCIAL SERVICES3 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 | $88,285 | $72,607+21.6% | $90,749-2.7% | $66,914+31.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -12.72% | -12.28%-0.4pp | -12.16%-0.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $4,405 | $2,369+86.0% | $2,921+50.8% | $2,544+73.1% |
| Participant deferral / active EE | $4,554 | $3,977+14.5% | $4,564-0.2% | $4,237+7.5% |
| Admin fee / account holder | $107 | $707-84.9% | $8,445-98.7% | $593-82.0% |