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 |
|---|---|---|
ACTIUM LLC1 year Filed as: ACTIUM Service code 16 · EIN 04-2647786 | Consulting | $24,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,801 |
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 | $215,172 | $58,726+266.4% | $92,233+133.3% | $62,292+245.4% |
| Participation rate | 96.9% | 68.3%+28.5pp | 76.5%+20.4pp | 69.5%+27.4pp |
| Annual return | 15.11% | 43.62%-28.5pp | 176.28%-161.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $10,838 | $2,392+353.1% | $3,679+194.6% | $2,042+430.7% |
| Participant deferral / active EE | $8,298 | $2,766+200.0% | $3,897+113.0% | $3,169+161.8% |
| Admin fee / account holder | $282 | $556-49.4% | $5,194-94.6% | $479-41.2% |