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 | $15,521 |
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 | $98,120 | $75,828+29.4% | $147,614-33.5% | $59,632+64.5% |
| Participation rate | 92.9% | 71.6%+21.3pp | 84.6%+8.2pp | 68.7%+24.2pp |
| Annual return | -1.53% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $8,610 | $3,485+147.1% | $5,564+54.7% | $2,203+290.9% |
| Participant deferral / active EE | $5,029 | $3,130+60.6% | $4,895+2.7% | $3,192+57.6% |
| Admin fee / account holder | $15 | $5,985-99.7% | $11,611-99.9% | $4,297-99.6% |