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 8-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; Shareholde... | $66,829 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 16 · EIN 26-3521867 | Consulting | $51,607 |
NATIONAL FINANCIAL SERVICES8+ 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 | $27,411 | $30,588-10.4% | $53,898-49.1% | $85,563-68.0% |
| Participation rate | 100.0% | 26.3%+73.7pp | 55.0%+45.0pp | 66.0%+34.0pp |
| Annual return | 32.84% | 50.42%-17.6pp | 528.60%-495.8pp | 31.51%+1.3pp |
| Employer contribution / active EE | $1,212 | $436+177.9% | $932+30.0% | $2,654-54.3% |
| Participant deferral / active EE | $3,319 | $848+291.4% | $1,826+81.7% | $4,375-24.1% |
| Admin fee / account holder | $114 | $1,879-93.9% | $2,491-95.4% | $834-86.3% |