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 | $6,335 |
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 | $58,997 | $56,629+4.2% | $77,999-24.4% | $55,167+6.9% |
| Participation rate | 72.9% | 73.3%-0.4pp | 75.5%-2.6pp | 69.0%+4.0pp |
| Annual return | 8.79% | 2866.98%-2858.2pp | 425.96%-417.2pp | 169.23%-160.4pp |
| Employer contribution / active EE | $3,528 | $1,723+104.8% | $2,470+42.8% | $1,963+79.8% |
| Participant deferral / active EE | $5,506 | $2,777+98.3% | $3,497+57.5% | $3,054+80.3% |
| Admin fee / account holder | $38 | $467-91.9% | $5,480-99.3% | $504-92.5% |