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 |
|---|---|---|
PROACCOUNT2 years Service code 26 · EIN 73-0988442 | Advisory (Participants) | $24,885 |
NATIONWIDE11+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $24,583 |
NATIONAL BENEFIT SERVICES, LLC11+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $7,787 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $3,431 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 26 5707 SOUTHWEST PWKY BLDG2 #400 · AUSTIN, TX 78735 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,608 | $50,982-53.7% | $154,803-84.7% | $85,563-72.4% |
| Participation rate | 32.8% | 59.8%-27.0pp | 78.1%-45.3pp | 66.0%-33.2pp |
| Annual return | 11.41% | 30.35%-18.9pp | 58.88%-47.5pp | 31.51%-20.1pp |
| Employer contribution / active EE | $250 | $1,708-85.4% | $4,305-94.2% | $2,654-90.6% |
| Participant deferral / active EE | $792 | $2,474-68.0% | $5,540-85.7% | $4,375-81.9% |
| Admin fee / account holder | $221 | $846-73.9% | $14,329-98.5% | $834-73.6% |