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 | Finders' fees / placement fees; Sales... | $32,280 |
NATIONAL FINANCIAL SERVICES5 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 | $32,010 | $82,093-61.0% | $379,746-91.6% | $73,409-56.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 78.4%+21.6pp | 72.2%+27.8pp |
| Annual return | 12.87% | 18.89%-6.0pp | 34.90%-22.0pp | 59.29%-46.4pp |
| Employer contribution / active EE | $2,027 | $2,847-28.8% | $3,540-42.7% | $2,234-9.3% |
| Participant deferral / active EE | $2,068 | $4,697-56.0% | $6,024-65.7% | $3,805-45.7% |
| Admin fee / account holder | $30 | $128-76.5% | $7,927-99.6% | $158-81.0% |