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 | $19,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,600 |
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 | $23,410 | $48,576-51.8% | $169,463-86.2% | $56,287-58.4% |
| Participation rate | 94.6% | 65.8%+28.8pp | 77.8%+16.8pp | 69.9%+24.8pp |
| Annual return | -5.63% | -2.51%-3.1pp | 1.83%-7.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,405 | $1,559+54.3% | $4,159-42.2% | $2,111+13.9% |
| Participant deferral / active EE | $1,677 | $3,275-48.8% | $5,277-68.2% | $3,350-49.9% |
| Admin fee / account holder | $10 | $435-97.6% | $9,109-99.9% | $521-98.0% |