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 |
|---|---|---|
EQUITY SERVICES INC4+ years Filed as: EQUITY SERVICES, INC. Service code 55 · EIN 03-0221141 | Other Commissions | $24,466 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,588 |
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 | $95,399 | $65,376+45.9% | $87,100+9.5% | $65,185+46.4% |
| Participation rate | 71.6% | 75.3%-3.8pp | 76.9%-5.3pp | 70.2%+1.4pp |
| Annual return | 19.40% | 31.27%-11.9pp | 28.19%-8.8pp | 29.38%-10.0pp |
| Employer contribution / active EE | $549 | $1,822-69.9% | $2,521-78.2% | $2,177-74.8% |
| Participant deferral / active EE | $2,952 | $3,388-12.9% | $4,049-27.1% | $3,514-16.0% |
| Admin fee / account holder | $16 | $520-96.9% | $7,497-99.8% | $847-98.1% |