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 93-0987232 | Other Commissions | $44,880 |
Filed as: SIGNATOR INVESTORS Service code 55 · EIN 04-2442399 | Other Commissions | $8,975 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,118 | $65,376+30.2% | $87,100-2.3% | $65,185+30.6% |
| Participation rate | 95.6% | 75.3%+20.3pp | 76.9%+18.7pp | 70.2%+25.4pp |
| Annual return | 22.69% | 31.27%-8.6pp | 28.19%-5.5pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,740 | $1,822-4.5% | $2,521-31.0% | $2,177-20.0% |
| Participant deferral / active EE | $6,029 | $3,388+77.9% | $4,049+48.9% | $3,514+71.6% |
| Admin fee / account holder | $14 | $520-97.3% | $7,497-99.8% | $847-98.3% |