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 | Shareholder servicing fees; Finders' ... | $46,479 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,152 | $89,904-65.3% | $453,369-93.1% | $86,799-64.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.0%+22.0pp | 72.3%+27.7pp |
| Annual return | 11.77% | 19.72%-8.0pp | 64.40%-52.6pp | 97.91%-86.1pp |
| Employer contribution / active EE | $2,596 | $3,279-20.8% | $4,070-36.2% | $2,405+7.9% |
| Participant deferral / active EE | $2,533 | $5,114-50.5% | $6,209-59.2% | $4,131-38.7% |
| Admin fee / account holder | $37 | $156-76.1% | $11,209-99.7% | $170-78.0% |