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 | Investment management; Sales loads (f... | $9,760 |
Service code 16 · EIN 20-8874282 | Consulting | $5,000 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $140 |
NATIONAL FINANCIAL SERVICES3 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 | $17,133 | $63,442-73.0% | $68,791-75.1% | $66,914-74.4% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -15.87% | -8.29%-7.6pp | -6.38%-9.5pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,496 | $1,775-15.7% | $2,655-43.7% | $2,544-41.2% |
| Participant deferral / active EE | $2,763 | $2,945-6.2% | $3,941-29.9% | $4,237-34.8% |
| Admin fee / account holder | $46 | $577-92.1% | $4,932-99.1% | $593-92.3% |