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 | $3,400 |
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 | $136,635 | $59,186+130.9% | $76,768+78.0% | $56,287+142.7% |
| Participation rate | 98.6% | 75.2%+23.3pp | 77.0%+21.6pp | 69.9%+28.7pp |
| Annual return | -4.67% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,813 | $1,759+60.0% | $2,485+13.2% | $2,111+33.3% |
| Participant deferral / active EE | $5,010 | $3,255+53.9% | $3,852+30.1% | $3,350+49.6% |
| Admin fee / account holder | $17 | $489-96.6% | $6,675-99.8% | $521-96.8% |