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 | $17,502 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,231 |
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 | $59,653 | $63,114-5.5% | $92,893-35.8% | $65,185-8.5% |
| Participation rate | 97.8% | 68.8%+29.1pp | 76.0%+21.8pp | 70.2%+27.6pp |
| Annual return | 64.85% | 28.75%+36.1pp | 109.41%-44.6pp | 29.38%+35.5pp |
| Employer contribution / active EE | $2,092 | $2,571-18.6% | $3,653-42.7% | $2,177-3.9% |
| Participant deferral / active EE | $3,107 | $3,1080% | $4,236-26.7% | $3,514-11.6% |
| Admin fee / account holder | $7 | $624-98.9% | $5,794-99.9% | $847-99.2% |