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 | $35,084 |
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 | $61,045 | $66,302-7.9% | $110,238-44.6% | $56,287+8.5% |
| Participation rate | 83.5% | 74.9%+8.5pp | 79.8%+3.6pp | 69.9%+13.6pp |
| Annual return | -4.60% | -1.18%-3.4pp | 314.74%-319.3pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,374 | $2,047+64.8% | $3,826-11.8% | $2,111+59.8% |
| Participant deferral / active EE | $8,958 | $3,381+164.9% | $4,672+91.7% | $3,350+167.4% |
| Admin fee / account holder | $133 | $698-80.9% | $8,547-98.4% | $521-74.4% |