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 | $23,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $544 |
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 | $228,579 | $89,355+155.8% | $141,162+61.9% | $72,985+213.2% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.5%+16.3pp | 69.5%+29.3pp |
| Annual return | 36.98% | 111.85%-74.9pp | 71.39%-34.4pp | 81.00%-44.0pp |
| Employer contribution / active EE | $7,015 | $3,114+125.2% | $4,735+48.1% | $2,440+187.5% |
| Participant deferral / active EE | $10,828 | $5,418+99.8% | $6,709+61.4% | $3,607+200.1% |
| Admin fee / account holder | $4 | $5,958-99.9% | $10,261-100.0% | $5,124-99.9% |