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 | $1,882 |
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 | $74,034 | $74,552-0.7% | $62,995+17.5% | $69,631+6.3% |
| Participation rate | 92.2% | 78.3%+14.0pp | 74.8%+17.4pp | 70.7%+21.6pp |
| Annual return | 19.15% | 15.77%+3.4pp | 87.57%-68.4pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,495 | $2,974+84.7% | $3,329+65.0% | $3,224+70.4% |
| Admin fee / account holder | $3 | $59-94.5% | $3,600-99.9% | $110-97.1% |