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 | Investment management; Recordkeeping ... | $110,068 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,674 | $94,621-44.3% | $138,135-61.9% | $73,409-28.2% |
| Participation rate | 98.8% | 83.4%+15.4pp | 78.7%+20.1pp | 72.2%+26.6pp |
| Annual return | 15.00% | 16.57%-1.6pp | 20.51%-5.5pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,751 | $4,410-60.3% | $5,587-68.7% | $2,234-21.6% |
| Participant deferral / active EE | $8,025 | $6,199+29.5% | $6,431+24.8% | $3,805+110.9% |
| Admin fee / account holder | $68 | $140-51.5% | $11,856-99.4% | $158-57.0% |