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 | Distribution (12b-1) fees; Participan... | $15,171 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,580 | $54,701-77.0% | $86,188-85.4% | $71,457-82.4% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 15.67% | 20.06%-4.4pp | 1168.45%-1152.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $759 | $1,265-40.0% | $2,380-68.1% | $2,588-70.7% |
| Participant deferral / active EE | $2,045 | $3,108-34.2% | $3,985-48.7% | $4,289-52.3% |
| Admin fee / account holder | $97 | $1,922-95.0% | $6,852-98.6% | $1,587-93.9% |