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 | Participant communication; Shareholde... | $59,107 |
STRATEGIC FINANCIAL GROUP7 years Service code 16 · EIN 35-1984039 | Consulting | $43,760 |
NATIONAL FINANCIAL SERVICES6 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 | $99,338 | $72,254+37.5% | $86,677+14.6% | $64,808+53.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -12.45% | 392.42%-404.9pp | 35.91%-48.4pp | 32.82%-45.3pp |
| Employer contribution / active EE | $2,014 | $2,393-15.8% | $2,836-29.0% | $2,506-19.6% |
| Participant deferral / active EE | $6,071 | $4,658+30.3% | $4,656+30.4% | $4,310+40.8% |
| Admin fee / account holder | $219 | $174+26.2% | $7,493-97.1% | $188+16.9% |