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 3-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; Claims pr... | $4,898 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,516 | $34,677-84.1% | $77,024-92.8% | $64,808-91.5% |
| Participation rate | 80.6% | 49.8%+30.8pp | 67.9%+12.7pp | 71.5%+9.1pp |
| Annual return | 0.00% | -5.33%+5.3pp | 42.32%-42.3pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $46 | $2,556-98.2% | $4,426-99.0% | $4,310-98.9% |
| Admin fee / account holder | $4 | $179-97.7% | $5,425-99.9% | $188-97.8% |