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 59-2937883 | Other Commissions | $22,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | $519 |
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 | $73,684 | $89,652-17.8% | $141,162-47.8% | $65,185+13.0% |
| Participation rate | 82.2% | 74.7%+7.5pp | 82.5%-0.3pp | 70.2%+12.0pp |
| Annual return | 26.03% | 32.79%-6.8pp | 71.39%-45.4pp | 29.38%-3.4pp |
| Employer contribution / active EE | $3,718 | $3,065+21.3% | $4,735-21.5% | $2,177+70.8% |
| Participant deferral / active EE | $9,762 | $5,691+71.5% | $6,709+45.5% | $3,514+177.8% |
| Admin fee / account holder | $4 | $569-99.4% | $10,261-100.0% | $847-99.6% |