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 | $12,342 |
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 | $38,949 | $54,121-28.0% | $134,143-71.0% | $73,409-46.9% |
| Participation rate | 92.3% | 64.4%+27.9pp | 72.2%+20.1pp | 72.2%+20.1pp |
| Annual return | 19.44% | -312.52%+332.0pp | 36.33%-16.9pp | 59.29%-39.9pp |
| Employer contribution / active EE | $4,091 | $1,402+191.8% | $3,704+10.4% | $2,234+83.1% |
| Participant deferral / active EE | $2,704 | $2,844-4.9% | $3,499-22.7% | $3,805-28.9% |
| Admin fee / account holder | $39 | $132-70.4% | $6,684-99.4% | $158-75.2% |