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 | $2,138 |
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 | $26,412 | $58,083-54.5% | $80,019-67.0% | $56,287-53.1% |
| Participation rate | 87.5% | 73.6%+13.9pp | 75.8%+11.7pp | 69.9%+17.6pp |
| Annual return | -2.63% | 34.61%-37.2pp | 11.22%-13.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,626 | $1,932-15.8% | $2,468-34.1% | $2,111-23.0% |
| Participant deferral / active EE | $3,295 | $3,135+5.1% | $3,686-10.6% | $3,350-1.6% |
| Admin fee / account holder | $10 | $623-98.4% | $6,521-99.8% | $521-98.1% |