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 | $17,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,844 |
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 | $63,040 | $58,726+7.3% | $92,233-31.7% | $62,292+1.2% |
| Participation rate | 86.4% | 68.3%+18.1pp | 76.5%+9.9pp | 69.5%+16.9pp |
| Annual return | 14.34% | 43.62%-29.3pp | 176.28%-161.9pp | 28.90%-14.6pp |
| Employer contribution / active EE | $2,521 | $2,392+5.4% | $3,679-31.5% | $2,042+23.5% |
| Participant deferral / active EE | $3,299 | $2,766+19.3% | $3,897-15.3% | $3,169+4.1% |
| Admin fee / account holder | $15 | $556-97.3% | $5,194-99.7% | $479-96.8% |