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 | $1,908 |
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 | $111,867 | $60,165+85.9% | $74,183+50.8% | $55,167+102.8% |
| Participation rate | 93.9% | 74.2%+19.7pp | 76.6%+17.2pp | 69.0%+24.9pp |
| Annual return | 6.39% | 10.00%-3.6pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,421 | $1,600+51.3% | $2,370+2.1% | $1,963+23.3% |
| Participant deferral / active EE | $8,380 | $2,973+181.9% | $3,550+136.1% | $3,054+174.4% |
| Admin fee / account holder | $24 | $419-94.3% | $5,586-99.6% | $504-95.3% |