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 35-2552359 | Other Commissions | $24,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $500 |
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 | $144,467 | $92,222+56.7% | $76,768+88.2% | $135,375+6.7% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -5.22% | 5.46%-10.7pp | 2.43%-7.6pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,439 | $3,216+6.9% | $2,485+38.4% | $4,779-28.0% |
| Participant deferral / active EE | $9,792 | $4,509+117.2% | $3,852+154.2% | $5,609+74.6% |
| Admin fee / account holder | $8 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |