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 35-2552359 | Other Commissions | $96,917 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,700 |
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 | $107,381 | $81,537+31.7% | $149,718-28.3% | $69,631+54.2% |
| Participation rate | 84.0% | 86.1%-2.1pp | 87.1%-3.0pp | 70.7%+13.4pp |
| Annual return | 21.99% | 22.79%-0.8pp | 1501.63%-1479.6pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $4,891 | $3,239+51.0% | $5,445-10.2% | $2,032+140.7% |
| Participant deferral / active EE | $8,338 | $4,994+67.0% | $6,569+26.9% | $3,224+158.6% |
| Admin fee / account holder | $7 | $107-93.9% | $11,283-99.9% | $110-94.1% |