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 35-2552359 | Other Commissions | $23,462 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
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 | $65,492 | $65,376+0.2% | $87,100-24.8% | $65,185+0.5% |
| Participation rate | 97.3% | 75.3%+22.0pp | 76.9%+20.4pp | 70.2%+27.1pp |
| Annual return | 22.01% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,667 | $1,822+46.3% | $2,521+5.8% | $2,177+22.5% |
| Participant deferral / active EE | $3,114 | $3,388-8.1% | $4,049-23.1% | $3,514-11.4% |
| Admin fee / account holder | $2 | $520-99.7% | $7,497-100.0% | $847-99.8% |