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 | $1,815 |
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 | $45,038 | $85,766-47.5% | $136,294-67.0% | $70,131-35.8% |
| Participation rate | 80.2% | 74.2%+6.1pp | 81.9%-1.7pp | 69.5%+10.7pp |
| Annual return | -7.11% | 31.45%-38.6pp | 5155.94%-5163.0pp | 73.14%-80.2pp |
| Employer contribution / active EE | $2,055 | $2,966-30.7% | $4,695-56.2% | $2,342-12.3% |
| Participant deferral / active EE | $2,701 | $5,051-46.5% | $6,247-56.8% | $3,332-18.9% |
| Admin fee / account holder | $18 | $5,420-99.7% | $9,243-99.8% | $4,645-99.6% |