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 | $2,768 |
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 | $113,539 | $66,813+69.9% | $100,516+13.0% | $73,488+54.5% |
| Participation rate | 96.6% | 77.5%+19.1pp | 79.4%+17.2pp | 70.7%+25.9pp |
| Annual return | 21.28% | 25.70%-4.4pp | 30.89%-9.6pp | 28.51%-7.2pp |
| Employer contribution / active EE | $4,257 | $2,147+98.3% | $3,418+24.6% | $2,270+87.5% |
| Participant deferral / active EE | $15,241 | $5,883+159.1% | $6,270+143.1% | $3,740+307.6% |
| Admin fee / account holder | $21 | $512-95.9% | $8,081-99.7% | $513-95.9% |