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 38-2722519 | Other Commissions | $18,951 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,342 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,430 | $101,317+17.9% | $146,958-18.7% | $74,495+60.3% |
| Participation rate | 86.9% | 75.5%+11.4pp | 82.2%+4.8pp | 67.2%+19.7pp |
| Annual return | 26.85% | 8730.91%-8704.1pp | 418.34%-391.5pp | 1364.94%-1338.1pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,954 | $7,303+22.6% | $8,070+11.0% | $4,346+106.0% |
| Admin fee / account holder | -$19 | $1,739-101.1% | $12,998-100.1% | $1,942-101.0% |