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 |
|---|---|---|
STRATEGIC FINANCIAL GROUP8 years Service code 16 · EIN 35-1984039 | Consulting | $38,434 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $36,916 |
NATIONAL FINANCIAL SERVICES7 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 | $100,830 | $99,078+1.8% | $96,544+4.4% | $74,419+35.5% |
| Participation rate | 98.3% | 80.7%+17.6pp | 76.0%+22.4pp | 70.7%+27.6pp |
| Annual return | 15.93% | 22.48%-6.6pp | 25.84%-9.9pp | 34.38%-18.5pp |
| Employer contribution / active EE | $3,584 | $2,570+39.4% | $2,965+20.9% | $2,637+35.9% |
| Participant deferral / active EE | $5,665 | $4,933+14.8% | $4,851+16.8% | $4,528+25.1% |
| Admin fee / account holder | $145 | $225-35.4% | $8,252-98.2% | $348-58.3% |