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 | $625 |
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 | $163,338 | $74,089+120.5% | $133,980+21.9% | $55,167+196.1% |
| Participation rate | 90.8% | 84.3%+6.5pp | 87.1%+3.7pp | 69.0%+21.8pp |
| Annual return | 6.87% | 12.11%-5.2pp | 29.30%-22.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $6,813 | $3,064+122.4% | $5,211+30.7% | $1,963+247.2% |
| Participant deferral / active EE | $12,580 | $4,678+168.9% | $6,282+100.3% | $3,054+311.9% |
| Admin fee / account holder | $3 | $458-99.3% | $9,324-100.0% | $504-99.4% |