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);... | $766,084 |
FRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $28,260 |
Service code 16 · EIN 82-1434504 | Consulting | $22,500 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $16,849 | $142,480-88.2% | $98,716-82.9% | $142,480-88.2% |
| Participation rate | 98.8% | 76.2%+22.5pp | 69.3%+29.5pp | 76.2%+22.5pp |
| Annual return | 19.38% | 16.32%+3.1pp | 31.81%-12.4pp | 16.32%+3.1pp |
| Employer contribution / active EE | $810 | $3,867-79.1% | $2,279-64.5% | $3,867-79.1% |
| Participant deferral / active EE | $2,965 | $6,807-56.4% | $4,048-26.7% | $6,807-56.4% |
| Admin fee / account holder | $68 | $307-77.8% | $8,703-99.2% | $307-77.8% |