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 | $3,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,055 | $85,766-19.5% | $136,294-49.3% | $70,131-1.5% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | -33.78% | 31.45%-65.2pp | 5155.94%-5189.7pp | 73.14%-106.9pp |
| Employer contribution / active EE | $1,018 | $2,966-65.7% | $4,695-78.3% | $2,342-56.5% |
| Participant deferral / active EE | $13,111 | $5,051+159.5% | $6,247+109.9% | $3,332+293.5% |
| Admin fee / account holder | $60 | $5,420-98.9% | $9,243-99.4% | $4,645-98.7% |