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 | $7,635 |
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 | $44,738 | $89,652-50.1% | $141,162-68.3% | $65,185-31.4% |
| Participation rate | 96.9% | 74.7%+22.1pp | 82.5%+14.4pp | 70.2%+26.7pp |
| Annual return | 25.57% | 32.79%-7.2pp | 71.39%-45.8pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,297 | $3,065-57.7% | $4,735-72.6% | $2,177-40.4% |
| Participant deferral / active EE | $6,861 | $5,691+20.6% | $6,709+2.3% | $3,514+95.3% |
| Admin fee / account holder | $44 | $569-92.3% | $10,261-99.6% | $847-94.8% |