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 38-1961943 | Other Commissions | $118,203 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,187 |
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 | $121,506 | $71,802+69.2% | $133,980-9.3% | $57,658+110.7% |
| Participation rate | 70.1% | 85.5%-15.3pp | 87.1%-16.9pp | 70.2%-0.1pp |
| Annual return | 8.89% | 13.51%-4.6pp | 29.30%-20.4pp | 5.13%+3.8pp |
| Employer contribution / active EE | $2,218 | $3,161-29.9% | $5,211-57.4% | $1,974+12.4% |
| Participant deferral / active EE | $5,489 | $4,606+19.2% | $6,282-12.6% | $3,061+79.4% |
| Admin fee / account holder | $45 | $88-48.3% | $9,324-99.5% | $95-52.1% |