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 | $46,942 |
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 | $73,184 | $134,045-45.4% | $80,019-8.5% | $75,289-2.8% |
| Participation rate | 95.6% | 85.8%+9.8pp | 75.8%+19.8pp | 72.4%+23.2pp |
| Annual return | -3.70% | -0.56%-3.1pp | 11.22%-14.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $2,396 | $3,492-31.4% | $2,468-2.9% | $2,405-0.4% |
| Participant deferral / active EE | $5,098 | $4,976+2.4% | $3,686+38.3% | $3,739+36.4% |
| Admin fee / account holder | $29 | $124-77.0% | $6,521-99.6% | $102-72.1% |