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 | $11,750 |
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 | $48,813 | $69,305-29.6% | $82,313-40.7% | $69,631-29.9% |
| Participation rate | 81.8% | 80.3%+1.6pp | 76.9%+4.9pp | 70.7%+11.1pp |
| Annual return | 36.11% | 21.47%+14.6pp | 25.88%+10.2pp | 27571.02%-27534.9pp |
| Employer contribution / active EE | $1,837 | $1,887-2.6% | $2,428-24.4% | $2,032-9.6% |
| Participant deferral / active EE | $1,993 | $3,568-44.2% | $3,706-46.2% | $3,224-38.2% |
| Admin fee / account holder | $47 | $97-51.2% | $5,608-99.2% | $110-57.1% |