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 | $26,493 |
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 | $93,622 | $114,195-18.0% | $106,548-12.1% | $93,030+0.6% |
| Participation rate | 95.0% | 86.4%+8.6pp | 76.1%+18.9pp | 73.9%+21.1pp |
| Annual return | 14.07% | 22.18%-8.1pp | 26.80%-12.7pp | 158.70%-144.6pp |
| Employer contribution / active EE | $2,598 | $4,009-35.2% | $2,819-7.8% | $2,706-4.0% |
| Participant deferral / active EE | $6,027 | $5,908+2.0% | $4,398+37.0% | $4,562+32.1% |
| Admin fee / account holder | $16 | $105-85.2% | $7,407-99.8% | $152-89.8% |