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 | -$355 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,910 | $76,050+118.2% | $96,544+71.9% | $71,457+132.2% |
| Participation rate | 96.4% | 74.4%+21.9pp | 76.0%+20.4pp | 67.9%+28.4pp |
| Annual return | 19.71% | 22.81%-3.1pp | 25.84%-6.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $6,668 | $2,244+197.1% | $2,965+124.9% | $2,588+157.7% |
| Participant deferral / active EE | $7,097 | $4,215+68.4% | $4,851+46.3% | $4,289+65.5% |
| Admin fee / account holder | $23 | $2,707-99.1% | $8,252-99.7% | $1,587-98.5% |