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 | $23,708 |
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 | $81,993 | $56,640+44.8% | $80,975+1.3% | $57,658+42.2% |
| Participation rate | 88.8% | 75.9%+13.0pp | 75.8%+13.0pp | 70.2%+18.6pp |
| Annual return | 8.02% | 19.97%-12.0pp | 17.10%-9.1pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,359 | $2,085-34.8% | $3,714-63.4% | $1,974-31.1% |
| Participant deferral / active EE | $6,194 | $4,944+25.3% | $5,696+8.7% | $3,061+102.4% |
| Admin fee / account holder | $34 | $87-60.7% | $5,516-99.4% | $95-63.8% |