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 | $1,550 |
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 | $27,559 | $50,385-45.3% | $75,670-63.6% | $62,292-55.8% |
| Participation rate | 85.4% | 67.7%+17.7pp | 72.3%+13.0pp | 69.5%+15.9pp |
| Annual return | 20.84% | 19.90%+0.9pp | 27.34%-6.5pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,879 | $1,537+22.2% | $2,352-20.1% | $2,042-8.0% |
| Participant deferral / active EE | $2,417 | $2,445-1.1% | $3,142-23.1% | $3,169-23.7% |
| Admin fee / account holder | $10 | $384-97.5% | $5,800-99.8% | $479-98.0% |