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 59-2937883 | Other Commissions | $20,272 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,550 |
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 | $59,700 | $65,376-8.7% | $87,100-31.5% | $65,185-8.4% |
| Participation rate | 82.3% | 75.3%+7.0pp | 76.9%+5.4pp | 70.2%+12.1pp |
| Annual return | 19.37% | 31.27%-11.9pp | 28.19%-8.8pp | 29.38%-10.0pp |
| Employer contribution / active EE | $3,142 | $1,822+72.4% | $2,521+24.6% | $2,177+44.4% |
| Participant deferral / active EE | $2,311 | $3,388-31.8% | $4,049-42.9% | $3,514-34.2% |
| Admin fee / account holder | $6 | $520-98.8% | $7,497-99.9% | $847-99.3% |