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 | $2,131 |
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 | $46,001 | $64,348-28.5% | $90,160-49.0% | $70,131-34.4% |
| Participation rate | 82.4% | 70.4%+11.9pp | 76.9%+5.5pp | 69.5%+12.8pp |
| Annual return | 20.66% | 28.13%-7.5pp | 34.88%-14.2pp | 73.14%-52.5pp |
| Employer contribution / active EE | $6,503 | $2,046+217.9% | $3,318+96.0% | $2,342+177.6% |
| Participant deferral / active EE | $13,168 | $4,389+200.1% | $5,288+149.0% | $3,332+295.2% |
| Admin fee / account holder | $21 | $3,944-99.5% | $5,943-99.7% | $4,645-99.6% |