Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,608 | $46,464-49.2% | $150,298-84.3% | $79,634-70.4% |
| Participation rate | 32.8% | 57.0%-24.1pp | 77.8%-45.0pp | 62.5%-29.7pp |
| Annual return | 11.41% | 27.89%-16.5pp | 62.79%-51.4pp | 36.46%-25.0pp |
| Employer contribution / active EE | $250 | $1,512-83.5% | $4,154-94.0% | $2,529-90.1% |
| Participant deferral / active EE | $792 | $2,157-63.3% | $5,453-85.5% | $3,835-79.3% |
| Admin fee / account holder | $221 | $891-75.2% | $14,116-98.4% | $1,002-78.0% |