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 | -$7,752 |
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 | $60,225 | $88,324-31.8% | $115,037-47.6% | $55,191+9.1% |
| Participation rate | 99.1% | 72.5%+26.5pp | 81.4%+17.7pp | 69.2%+29.9pp |
| Annual return | 5.21% | 6.30%-1.1pp | 26.14%-20.9pp | 10.78%-5.6pp |
| Employer contribution / active EE | $6,664 | $2,805+137.6% | $4,608+44.6% | $1,899+250.9% |
| Participant deferral / active EE | $15,170 | $5,042+200.8% | $6,026+151.7% | $3,046+398.0% |
| Admin fee / account holder | $4 | $105-95.7% | $8,175-99.9% | $91-95.0% |