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 | $988 |
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 | $132,119 | $56,199+135.1% | $67,652+95.3% | $59,632+121.6% |
| Participation rate | 89.1% | 71.5%+17.7pp | 75.7%+13.5pp | 68.7%+20.5pp |
| Annual return | 2.53% | 18505.31%-18502.8pp | 6625.04%-6622.5pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $1,793 | $1,614+11.1% | $2,266-20.8% | $2,203-18.6% |
| Participant deferral / active EE | $8,759 | $2,844+208.0% | $3,560+146.0% | $3,192+174.4% |
| Admin fee / account holder | $9 | $3,958-99.8% | $4,821-99.8% | $4,297-99.8% |