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 |
|---|---|---|
DONEGAL SECURITIES INC3+ years Service code 27 · EIN 04-3220750 | Advisory (Plan) | $8,990 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,445 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,978 | $48,064+89.3% | $78,778+15.5% | $69,631+30.7% |
| Participation rate | 93.6% | 61.6%+32.0pp | 69.2%+24.4pp | 70.7%+22.9pp |
| Annual return | 18.39% | 21.81%-3.4pp | 35.62%-17.2pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $719 | $744-3.3% | $1,986-63.8% | $2,032-64.6% |
| Participant deferral / active EE | $6,917 | $2,079+232.7% | $2,958+133.8% | $3,224+114.6% |
| Admin fee / account holder | $13 | $152-91.6% | $5,134-99.8% | $110-88.4% |