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 | $5,805 |
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 | $54,299 | $65,376-16.9% | $87,100-37.7% | $65,185-16.7% |
| Participation rate | 86.1% | 75.3%+10.7pp | 76.9%+9.2pp | 70.2%+15.9pp |
| Annual return | 22.10% | 31.27%-9.2pp | 28.19%-6.1pp | 29.38%-7.3pp |
| Employer contribution / active EE | $2,159 | $1,822+18.5% | $2,521-14.4% | $2,177-0.8% |
| Participant deferral / active EE | $6,133 | $3,388+81.0% | $4,049+51.5% | $3,514+74.5% |
| Admin fee / account holder | $29 | $520-94.3% | $7,497-99.6% | $847-96.5% |