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 | $23,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $250 |
Form 5500 reported that benefits due were not provided when due.
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 | $176,551 | $72,492+143.5% | $87,100+102.7% | $72,985+141.9% |
| Participation rate | 79.3% | 72.8%+6.5pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | 20.95% | 24.46%-3.5pp | 28.19%-7.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,774 | $1,894+46.5% | $2,521+10.0% | $2,440+13.7% |
| Participant deferral / active EE | $8,063 | $3,270+146.6% | $4,049+99.2% | $3,607+123.5% |
| Admin fee / account holder | $4 | $5,055-99.9% | $7,497-99.9% | $5,124-99.9% |