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 | $1,490 |
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 | $65,382 | $68,408-4.4% | $57,179+14.3% | $57,658+13.4% |
| Participation rate | 98.6% | 79.1%+19.4pp | 75.3%+23.2pp | 70.2%+28.3pp |
| Annual return | 8.85% | 8.51%+0.3pp | 14.59%-5.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,200 | $2,903+113.6% | $3,096+100.2% | $3,061+102.6% |
| Admin fee / account holder | $3 | $70-96.0% | $3,139-99.9% | $95-97.1% |