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 | $2,100 |
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 | $40,797 | $75,183-45.7% | $123,892-67.1% | $55,167-26.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 13.40% | 19.01%-5.6pp | 47.52%-34.1pp | 169.23%-155.8pp |
| Employer contribution / active EE | $2,569 | $2,823-9.0% | $4,617-44.4% | $1,963+30.9% |
| Participant deferral / active EE | $4,087 | $5,084-19.6% | $5,984-31.7% | $3,054+33.8% |
| Admin fee / account holder | $15 | $663-97.8% | $8,357-99.8% | $504-97.1% |