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 26-4310632 | Other Commissions | $30,857 |
Service code 37 · EIN 04-2647786 | Loan Processing | $538 |
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 | $106,194 | $99,957+6.2% | $149,696-29.1% | $73,488+44.5% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.8pp | 70.7%+26.6pp |
| Annual return | 17.58% | 53.87%-36.3pp | 276.60%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $3,261 | $3,191+2.2% | $4,644-29.8% | $2,270+43.7% |
| Participant deferral / active EE | $10,010 | $6,073+64.8% | $6,842+46.3% | $3,740+167.7% |
| Admin fee / account holder | $4 | $551-99.3% | $9,309-100.0% | $513-99.3% |