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 | $19,246 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,674 | $74,552-65.6% | $62,995-59.2% | $69,631-63.1% |
| Participation rate | 89.2% | 78.3%+10.9pp | 74.8%+14.4pp | 70.7%+18.5pp |
| Annual return | 17.09% | 15.77%+1.3pp | 87.57%-70.5pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,383 | $2,929-52.8% | $2,759-49.9% | $2,032-31.9% |
| Participant deferral / active EE | $996 | $2,974-66.5% | $3,329-70.1% | $3,224-69.1% |
| Admin fee / account holder | $1 | $59-97.5% | $3,600-100.0% | $110-98.6% |