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 | $18,015 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,045 |
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 | $52,988 | $55,449-4.4% | $83,848-36.8% | $56,287-5.9% |
| Participation rate | 97.1% | 68.0%+29.1pp | 76.1%+20.9pp | 69.9%+27.2pp |
| Annual return | -4.99% | -1.38%-3.6pp | 850.88%-855.9pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,411 | $2,430-0.8% | $3,631-33.6% | $2,111+14.2% |
| Participant deferral / active EE | $4,093 | $2,935+39.4% | $4,082+0.3% | $3,350+22.2% |
| Admin fee / account holder | $16 | $656-97.5% | $5,478-99.7% | $521-96.9% |