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 | $3,100 |
Form 5500 reported that benefits due were not provided when due.
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 | $40,552 | $64,286-36.9% | $90,951-55.4% | $73,409-44.8% |
| Participation rate | 95.7% | 63.6%+32.1pp | 69.0%+26.7pp | 72.2%+23.6pp |
| Annual return | 17.61% | 21.45%-3.8pp | 134.60%-117.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $397 | $895-55.7% | $2,122-81.3% | $2,234-82.2% |
| Participant deferral / active EE | $4,453 | $2,453+81.5% | $3,373+32.0% | $3,805+17.0% |
| Admin fee / account holder | $17 | $287-94.2% | $5,959-99.7% | $158-89.4% |