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 | $5,453 |
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 | $113,787 | $66,813+70.3% | $100,516+13.2% | $73,488+54.8% |
| Participation rate | 82.1% | 77.5%+4.6pp | 79.4%+2.6pp | 70.7%+11.4pp |
| Annual return | 19.06% | 25.70%-6.6pp | 30.89%-11.8pp | 28.51%-9.5pp |
| Employer contribution / active EE | $2,941 | $2,147+37.0% | $3,418-13.9% | $2,270+29.5% |
| Participant deferral / active EE | $6,758 | $5,883+14.9% | $6,270+7.8% | $3,740+80.7% |
| Admin fee / account holder | $31 | $512-94.0% | $8,081-99.6% | $513-94.0% |