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 9-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 | Recordkeeping fees; Participant loan ... | $84,574 |
NATIONAL FINANCIAL SERVICES5+ 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 | $72,895 | $56,152+29.8% | $185,823-60.8% | $73,409-0.7% |
| Participation rate | 100.0% | 67.6%+32.4pp | 78.0%+22.0pp | 72.2%+27.8pp |
| Annual return | 15.07% | 17.59%-2.5pp | 35.95%-20.9pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,797 | $1,532+17.3% | $4,087-56.0% | $2,234-19.5% |
| Participant deferral / active EE | $8,902 | $3,659+143.3% | $5,632+58.1% | $3,805+133.9% |
| Admin fee / account holder | $117 | $132-11.5% | $9,500-98.8% | $158-26.0% |