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 9-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 95-3845382 200 N. SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Commissions | $6,684 |
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 | $39,799 | $85,766-53.6% | $136,294-70.8% | $70,131-43.3% |
| Participation rate | 99.0% | 74.2%+24.8pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 20.45% | 31.45%-11.0pp | 5155.94%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,176 | $2,966-60.4% | $4,695-75.0% | $2,342-49.8% |
| Participant deferral / active EE | $4,645 | $5,051-8.0% | $6,247-25.6% | $3,332+39.4% |
| Admin fee / account holder | $1 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |