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 37 · EIN 04-2647786 | Loan Processing | $3,931 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,233 | $71,192-4.2% | $117,854-42.1% | $62,292+9.5% |
| Participation rate | 75.7% | 74.2%+1.5pp | 79.7%-3.9pp | 69.5%+6.2pp |
| Annual return | 17.06% | 18.66%-1.6pp | 335.08%-318.0pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,143 | $1,934-40.9% | $3,786-69.8% | $2,042-44.0% |
| Participant deferral / active EE | $2,790 | $3,189-12.5% | $4,482-37.7% | $3,169-12.0% |
| Admin fee / account holder | $26 | $587-95.6% | $8,020-99.7% | $479-94.7% |