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 | $58,562 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $155 |
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 | $123,095 | $80,753+52.4% | $136,294-9.7% | $62,292+97.6% |
| Participation rate | 90.1% | 73.5%+16.6pp | 81.9%+8.2pp | 69.5%+20.6pp |
| Annual return | 17.84% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $5,871 | $2,884+103.6% | $4,695+25.0% | $2,042+187.5% |
| Participant deferral / active EE | $7,416 | $5,164+43.6% | $6,247+18.7% | $3,169+134.0% |
| Admin fee / account holder | $1 | $525-99.9% | $9,243-100.0% | $479-99.9% |