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 | $136,753 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,052 |
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 | $110,584 | $81,537+35.6% | $149,718-26.1% | $69,631+58.8% |
| Participation rate | 72.7% | 86.1%-13.4pp | 87.1%-14.4pp | 70.7%+2.0pp |
| Annual return | 16.45% | 22.79%-6.3pp | 1501.63%-1485.2pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $2,368 | $3,239-26.9% | $5,445-56.5% | $2,032+16.5% |
| Participant deferral / active EE | $5,462 | $4,994+9.4% | $6,569-16.9% | $3,224+69.4% |
| Admin fee / account holder | $12 | $107-88.5% | $11,283-99.9% | $110-88.9% |