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 20-2052994 | Other Commissions | $12,336 |
Service code 37 · EIN 04-2647786 | Loan Processing | $638 |
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 | $93,397 | $98,750-5.4% | $149,696-37.6% | $79,858+17.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 18.23% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $4,124 | $3,216+28.2% | $4,644-11.2% | $2,471+66.9% |
| Participant deferral / active EE | $10,089 | $5,680+77.6% | $6,842+47.5% | $3,740+169.7% |
| Admin fee / account holder | $7 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |