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 8-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 55 · EIN 35-2552359 | Other Commissions | $29,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
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 | $164,648 | $48,076+242.5% | $78,689+109.2% | $62,891+161.8% |
| Participation rate | 98.1% | 65.2%+32.9pp | 73.6%+24.5pp | 69.3%+28.8pp |
| Annual return | 7.30% | 31.35%-24.1pp | 62.18%-54.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,712 | $2,015+84.3% | $2,851+30.2% | $2,281+62.8% |
| Participant deferral / active EE | $16,050 | $2,588+520.2% | $3,517+356.4% | $3,203+401.1% |
| Admin fee / account holder | $1 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |