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 55 445 S FIGUEROA ST FL 2 · LOS ANGELES, CA 90071 | Other Commissions | $14,968 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,900 |
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 | $25,668 | $52,639-51.2% | $185,117-86.1% | $62,292-58.8% |
| Participation rate | 97.7% | 63.9%+33.9pp | 77.3%+20.5pp | 69.5%+28.2pp |
| Annual return | 15.41% | 19.57%-4.2pp | 40.50%-25.1pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,653 | $1,483+11.5% | $4,182-60.5% | $2,042-19.1% |
| Participant deferral / active EE | $2,197 | $3,097-29.1% | $5,045-56.5% | $3,169-30.7% |
| Admin fee / account holder | $9 | $374-97.5% | $8,159-99.9% | $479-98.1% |