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 38-1961943 | Other Commissions | $19,348 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,019 |
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 | $52,101 | $50,464+3.2% | $75,781-31.2% | $52,331-0.4% |
| Participation rate | 82.0% | 66.8%+15.3pp | 75.8%+6.2pp | 68.1%+13.9pp |
| Annual return | 1.04% | 1.03%0pp | 9.68%-8.6pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,107 | $1,988-44.3% | $3,323-66.7% | $1,882-41.2% |
| Participant deferral / active EE | $1,973 | $2,570-23.3% | $3,651-46.0% | $3,022-34.7% |
| Admin fee / account holder | $17 | $1,103-98.5% | $5,299-99.7% | $592-97.2% |