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 | $38,058 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,954 | $105,190-18.3% | $98,907-13.1% | $90,288-4.8% |
| Participation rate | 92.4% | 86.4%+6.1pp | 76.0%+16.4pp | 73.4%+19.1pp |
| Annual return | 13.98% | 18.52%-4.5pp | 196.43%-182.5pp | 53.97%-40.0pp |
| Employer contribution / active EE | $2,341 | $3,831-38.9% | $2,689-12.9% | $2,524-7.2% |
| Participant deferral / active EE | $5,285 | $5,616-5.9% | $4,244+24.5% | $4,232+24.9% |
| Admin fee / account holder | $23 | $97-76.8% | $6,642-99.7% | $114-80.2% |