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 | $64,134 |
Form 5500 reported that benefits due were not provided when due.
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 | $63,695 | $75,388-15.5% | $123,544-48.4% | $55,725+14.3% |
| Participation rate | 93.3% | 75.7%+17.6pp | 82.3%+11.0pp | 70.9%+22.4pp |
| Annual return | -1.17% | 4.48%-5.6pp | 119.20%-120.4pp | 244.93%-246.1pp |
| Employer contribution / active EE | $2,635 | $3,063-14.0% | $4,628-43.1% | $2,078+26.8% |
| Participant deferral / active EE | $7,528 | $5,651+33.2% | $6,426+17.2% | $3,356+124.3% |
| Admin fee / account holder | $57 | $120-52.8% | $9,284-99.4% | $115-50.9% |