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 | -$11,425 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $279,067 | $74,089+276.7% | $133,980+108.3% | $55,167+405.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 8.41% | 12.11%-3.7pp | 29.30%-20.9pp | 169.23%-160.8pp |
| Employer contribution / active EE | $16,326 | $3,064+432.9% | $5,211+213.3% | $1,963+731.9% |
| Participant deferral / active EE | $14,789 | $4,678+216.1% | $6,282+135.4% | $3,054+384.2% |
| Admin fee / account holder | -$80 | $458-117.6% | $9,324-100.9% | $504-116.0% |