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 | $13,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,588 |
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 | $32,611 | $65,376-50.1% | $87,100-62.6% | $65,185-50.0% |
| Participation rate | 76.5% | 75.3%+1.2pp | 76.9%-0.4pp | 70.2%+6.3pp |
| Annual return | 20.62% | 31.27%-10.7pp | 28.19%-7.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $619 | $1,822-66.0% | $2,521-75.4% | $2,177-71.5% |
| Participant deferral / active EE | $1,804 | $3,388-46.8% | $4,049-55.4% | $3,514-48.7% |
| Admin fee / account holder | $18 | $520-96.5% | $7,497-99.8% | $847-97.8% |