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 5-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 | Shareholder servicing fees; Sales loa... | $6,912 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,003 | $78,419-50.3% | $133,956-70.9% | $73,409-46.9% |
| Participation rate | 94.6% | 78.6%+16.0pp | 79.8%+14.8pp | 72.2%+22.4pp |
| Annual return | 0.00% | 33.35%-33.3pp | 45.09%-45.1pp | 59.29%-59.3pp |
| Employer contribution / active EE | $525 | $2,044-74.3% | $3,919-86.6% | $2,234-76.5% |
| Participant deferral / active EE | $1,330 | $3,925-66.1% | $5,048-73.7% | $3,805-65.1% |
| Admin fee / account holder | $25 | $161-84.7% | $8,927-99.7% | $158-84.4% |