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 INC5+ years Filed as: EQUITY SERVICES, INC. Service code 55 · EIN 03-0221141 | Other Commissions | $23,159 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,361 |
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 | $99,410 | $73,638+35.0% | $95,952+3.6% | $73,488+35.3% |
| Participation rate | 70.6% | 76.2%-5.5pp | 77.1%-6.4pp | 70.7%0pp |
| Annual return | 13.32% | 16.78%-3.5pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,674 | $1,863-10.1% | $2,541-34.1% | $2,270-26.3% |
| Participant deferral / active EE | $2,878 | $3,617-20.4% | $4,167-30.9% | $3,740-23.0% |
| Admin fee / account holder | $13 | $482-97.3% | $6,795-99.8% | $513-97.5% |