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 | $1,916 |
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 | $87,854 | $58,655+49.8% | $91,989-4.5% | $65,185+34.8% |
| Participation rate | 93.8% | 75.3%+18.5pp | 78.6%+15.1pp | 70.2%+23.6pp |
| Annual return | 25.63% | 33.92%-8.3pp | 69.02%-43.4pp | 29.38%-3.8pp |
| Employer contribution / active EE | $4,283 | $2,080+105.9% | $3,452+24.1% | $2,177+96.8% |
| Participant deferral / active EE | $10,766 | $5,474+96.7% | $5,923+81.8% | $3,514+206.4% |
| Admin fee / account holder | $16 | $434-96.4% | $7,743-99.8% | $847-98.1% |