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 | $9,278 |
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 | $92,828 | $69,305+33.9% | $82,313+12.8% | $69,631+33.3% |
| Participation rate | 74.2% | 80.3%-6.1pp | 76.9%-2.7pp | 70.7%+3.5pp |
| Annual return | 18.00% | 21.47%-3.5pp | 25.88%-7.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $2,724 | $1,887+44.4% | $2,428+12.2% | $2,032+34.1% |
| Participant deferral / active EE | $5,056 | $3,568+41.7% | $3,706+36.4% | $3,224+56.8% |
| Admin fee / account holder | $22 | $97-77.1% | $5,608-99.6% | $110-79.9% |