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 | Direct payment from the plan; Sales l... | $106,548 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,839 | $60,607+28.4% | $189,557-58.9% | $86,799-10.3% |
| Participation rate | 94.7% | 68.9%+25.8pp | 78.4%+16.2pp | 72.3%+22.4pp |
| Annual return | 22.21% | 65.18%-43.0pp | 64.17%-42.0pp | 97.91%-75.7pp |
| Employer contribution / active EE | $2,226 | $1,626+36.9% | $4,412-49.6% | $2,405-7.5% |
| Participant deferral / active EE | $9,168 | $3,895+135.4% | $6,174+48.5% | $4,131+121.9% |
| Admin fee / account holder | $131 | $159-17.5% | $9,807-98.7% | $170-22.8% |