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 | $819 |
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 | $63,605 | $50,464+26.0% | $75,781-16.1% | $52,331+21.5% |
| Participation rate | 89.7% | 66.8%+22.9pp | 75.8%+13.9pp | 68.1%+21.6pp |
| Annual return | 3.46% | 1.03%+2.4pp | 9.68%-6.2pp | 4.54%-1.1pp |
| Employer contribution / active EE | $856 | $1,988-57.0% | $3,323-74.2% | $1,882-54.5% |
| Participant deferral / active EE | $4,785 | $2,570+86.2% | $3,651+31.1% | $3,022+58.3% |
| Admin fee / account holder | $6 | $1,103-99.4% | $5,299-99.9% | $592-99.0% |