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 26-4310632 | Other Commissions | $12,009 |
Service code 55 · EIN 59-2937883 | Other Commissions | $6,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $213 |
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 | $65,526 | $73,102-10.4% | $123,544-47.0% | $56,287+16.4% |
| Participation rate | 79.4% | 74.3%+5.1pp | 82.3%-2.9pp | 69.9%+9.6pp |
| Annual return | -1.82% | 3.01%-4.8pp | 119.20%-121.0pp | -9.96%+8.1pp |
| Employer contribution / active EE | $3,913 | $2,977+31.4% | $4,628-15.4% | $2,111+85.4% |
| Participant deferral / active EE | $8,996 | $5,423+65.9% | $6,426+40.0% | $3,350+168.6% |
| Admin fee / account holder | $2 | $554-99.7% | $9,284-100.0% | $521-99.7% |