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 | $82,058 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
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 | $163,762 | $99,957+63.8% | $149,696+9.4% | $73,488+122.8% |
| Participation rate | 98.8% | 75.7%+23.1pp | 82.5%+16.3pp | 70.7%+28.1pp |
| Annual return | 14.84% | 53.87%-39.0pp | 276.60%-261.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $6,433 | $3,191+101.6% | $4,644+38.5% | $2,270+183.4% |
| Participant deferral / active EE | $9,333 | $6,073+53.7% | $6,842+36.4% | $3,740+149.6% |
| Admin fee / account holder | $1 | $551-99.8% | $9,309-100.0% | $513-99.8% |