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 | $4,557 |
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 | $29,965 | $44,229-32.3% | $155,790-80.8% | $55,191-45.7% |
| Participation rate | 89.5% | 60.8%+28.6pp | 76.1%+13.4pp | 69.2%+20.3pp |
| Annual return | -0.96% | 0.37%-1.3pp | 71.54%-72.5pp | 10.78%-11.7pp |
| Employer contribution / active EE | $930 | $1,317-29.4% | $3,836-75.8% | $1,899-51.0% |
| Participant deferral / active EE | $3,055 | $2,851+7.1% | $4,797-36.3% | $3,046+0.3% |
| Admin fee / account holder | $14 | $86-83.6% | $7,478-99.8% | $91-84.5% |