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 | Sales loads (front end and deferred);... | $5,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,495 | $56,503+113.3% | $70,092+71.9% | $64,808+85.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | -0.93% | -13.44%+12.5pp | 190.73%-191.7pp | 32.82%-33.7pp |
| Employer contribution / active EE | $6,923 | $2,046+238.3% | $2,559+170.5% | $2,506+176.3% |
| Participant deferral / active EE | $7,251 | $3,389+114.0% | $3,849+88.4% | $4,310+68.2% |
| Admin fee / account holder | $13 | $160-91.6% | $6,267-99.8% | $188-92.8% |