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 55 · EIN 35-2552359 | Other Commissions | $8,843 |
Service code 37 · EIN 04-2647786 | Loan Processing | $325 |
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 | $162,484 | $70,908+129.1% | $98,907+64.3% | $73,488+121.1% |
| Participation rate | 96.5% | 73.8%+22.7pp | 76.0%+20.4pp | 70.7%+25.8pp |
| Annual return | 21.49% | 34.17%-12.7pp | 196.43%-174.9pp | 28.51%-7.0pp |
| Employer contribution / active EE | $8,060 | $2,036+295.8% | $2,689+199.7% | $2,270+255.0% |
| Participant deferral / active EE | $14,390 | $3,500+311.2% | $4,244+239.1% | $3,740+284.8% |
| Admin fee / account holder | $2 | $535-99.7% | $6,642-100.0% | $513-99.7% |