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 | $36,844 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,956 |
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 | $24,835 | $41,467-40.1% | $67,313-63.1% | $55,725-55.4% |
| Participation rate | 70.1% | 62.5%+7.6pp | 69.1%+1.1pp | 70.9%-0.7pp |
| Annual return | -5.37% | 0.82%-6.2pp | -4.08%-1.3pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,199 | $1,316-8.9% | $2,566-53.3% | $2,078-42.3% |
| Participant deferral / active EE | $1,281 | $2,399-46.6% | $3,568-64.1% | $3,356-61.8% |
| Admin fee / account holder | $10 | $102-89.9% | $4,507-99.8% | $115-91.1% |