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 | $23,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,354 |
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 | $27,258 | $75,183-63.7% | $123,892-78.0% | $55,167-50.6% |
| Participation rate | 92.1% | 72.8%+19.3pp | 81.4%+10.7pp | 69.0%+23.1pp |
| Annual return | 14.95% | 19.01%-4.1pp | 47.52%-32.6pp | 169.23%-154.3pp |
| Employer contribution / active EE | $3,224 | $2,823+14.2% | $4,617-30.2% | $1,963+64.3% |
| Participant deferral / active EE | $7,620 | $5,084+49.9% | $5,984+27.3% | $3,054+149.5% |
| Admin fee / account holder | $47 | $663-92.9% | $8,357-99.4% | $504-90.7% |