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 | $31,324 |
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 | $37,734 | $63,905-41.0% | $74,183-49.1% | $57,658-34.6% |
| Participation rate | 91.4% | 79.8%+11.6pp | 76.6%+14.8pp | 70.2%+21.1pp |
| Annual return | 11.24% | 60.60%-49.4pp | 17.74%-6.5pp | 5.13%+6.1pp |
| Employer contribution / active EE | $2,947 | $1,840+60.1% | $2,370+24.3% | $1,974+49.3% |
| Participant deferral / active EE | $4,812 | $3,448+39.5% | $3,550+35.6% | $3,061+57.2% |
| Admin fee / account holder | $31 | $91-65.7% | $5,586-99.4% | $95-66.9% |