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 75-1054341 | Other Commissions | $28,038 |
Service code 37 · EIN 04-2647786 | Loan Processing | $588 |
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 | $51,592 | $73,102-29.4% | $123,544-58.2% | $56,287-8.3% |
| Participation rate | 71.6% | 74.3%-2.7pp | 82.3%-10.7pp | 69.9%+1.8pp |
| Annual return | -2.55% | 3.01%-5.6pp | 119.20%-121.7pp | -9.96%+7.4pp |
| Employer contribution / active EE | $2,543 | $2,977-14.6% | $4,628-45.1% | $2,111+20.4% |
| Participant deferral / active EE | $6,942 | $5,423+28.0% | $6,426+8.0% | $3,350+107.2% |
| Admin fee / account holder | $4 | $554-99.3% | $9,284-100.0% | $521-99.2% |