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 86-0588303 | Other Commissions | $51,602 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,081 |
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 | $123,614 | $86,332+43.2% | $125,175-1.2% | $65,185+89.6% |
| Participation rate | 71.7% | 75.3%-3.6pp | 79.8%-8.0pp | 70.2%+1.5pp |
| Annual return | 22.45% | 27.43%-5.0pp | 43.79%-21.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,602 | $2,040+27.6% | $3,865-32.7% | $2,177+19.5% |
| Participant deferral / active EE | $5,527 | $3,537+56.3% | $4,937+12.0% | $3,514+57.3% |
| Admin fee / account holder | $35 | $609-94.3% | $9,702-99.6% | $847-95.9% |