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 4-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 | $1,382 |
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 | $76,419 | $51,769+47.6% | $57,343+33.3% | $52,331+46.0% |
| Participation rate | 92.6% | 75.2%+17.3pp | 75.1%+17.5pp | 68.1%+24.5pp |
| Annual return | 2.53% | 2.43%+0.1pp | 24.39%-21.9pp | 4.54%-2.0pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $8,244 | $2,794+195.1% | $3,162+160.7% | $3,022+172.8% |
| Admin fee / account holder | $3 | $295-98.9% | $3,356-99.9% | $592-99.4% |