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 | $13,462 |
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 | $13,767 | $30,599-55.0% | $74,583-81.5% | $57,658-76.1% |
| Participation rate | 96.9% | 49.1%+47.8pp | 68.1%+28.8pp | 70.2%+26.7pp |
| Annual return | 23.17% | 14.24%+8.9pp | 20.47%+2.7pp | 5.13%+18.0pp |
| Employer contribution / active EE | $1,774 | $1,000+77.5% | $2,525-29.7% | $1,974-10.1% |
| Participant deferral / active EE | $5,196 | $1,805+187.8% | $3,458+50.3% | $3,061+69.8% |
| Admin fee / account holder | $48 | $98-50.9% | $4,138-98.8% | $95-49.0% |