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 | $1,175 |
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 | $114,733 | $58,083+97.5% | $80,019+43.4% | $56,287+103.8% |
| Participation rate | 97.0% | 73.6%+23.4pp | 75.8%+21.2pp | 69.9%+27.2pp |
| Annual return | -4.79% | 34.61%-39.4pp | 11.22%-16.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,812 | $1,932+45.6% | $2,468+14.0% | $2,111+33.2% |
| Participant deferral / active EE | $14,393 | $3,135+359.1% | $3,686+290.5% | $3,350+329.7% |
| Admin fee / account holder | $17 | $623-97.3% | $6,521-99.7% | $521-96.8% |