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 | $24,056 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,869 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,768 | $69,231-44.0% | $91,989-57.9% | $67,579-42.6% |
| Participation rate | 71.0% | 78.9%-7.9pp | 78.6%-7.6pp | 71.3%-0.3pp |
| Annual return | 23.18% | 32.03%-8.8pp | 69.02%-45.8pp | 378.56%-355.4pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,452-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,607 | $5,854-21.3% | $5,923-22.2% | $3,539+30.2% |
| Admin fee / account holder | $78 | $107-27.5% | $7,743-99.0% | $142-45.3% |