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 38-2722519 | Other Commissions | $35,502 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,981 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,259 | $82,202+12.2% | $125,339-26.4% | $64,808+42.4% |
| Participation rate | 93.4% | 77.9%+15.6pp | 82.4%+11.1pp | 71.5%+22.0pp |
| Annual return | -15.89% | 3.48%-19.4pp | 572.05%-587.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $651 | $3,615-82.0% | $4,814-86.5% | $2,506-74.0% |
| Participant deferral / active EE | $7,028 | $7,175-2.1% | $7,446-5.6% | $4,310+63.0% |
| Admin fee / account holder | -$43 | $163-126.1% | $10,010-100.4% | $188-122.7% |