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 | $21,401 |
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 | $35,149 | $73,404-52.1% | $87,100-59.6% | $67,579-48.0% |
| Participation rate | 89.3% | 80.9%+8.4pp | 76.9%+12.4pp | 71.3%+18.0pp |
| Annual return | 20.06% | 48.29%-28.2pp | 28.19%-8.1pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,659 | $2,014-17.6% | $2,521-34.2% | $2,148-22.8% |
| Participant deferral / active EE | $3,176 | $3,913-18.8% | $4,049-21.6% | $3,539-10.3% |
| Admin fee / account holder | $38 | $142-73.4% | $7,497-99.5% | $142-73.6% |