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 38-1961943 | Other Commissions | $69,886 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,458 |
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 | $105,702 | $73,638+43.5% | $95,952+10.2% | $73,488+43.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 19.61% | 16.78%+2.8pp | 91.61%-72.0pp | 28.51%-8.9pp |
| Employer contribution / active EE | $4,510 | $1,863+142.1% | $2,541+77.5% | $2,270+98.7% |
| Participant deferral / active EE | $4,865 | $3,617+34.5% | $4,167+16.8% | $3,740+30.1% |
| Admin fee / account holder | $102 | $482-78.8% | $6,795-98.5% | $513-80.1% |