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 | $25,290 |
Form 5500 reported that benefits due were not provided when due.
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 | $41,969 | $105,247-60.1% | $87,100-51.8% | $77,787-46.0% |
| Participation rate | 85.3% | 85.8%-0.5pp | 76.9%+8.4pp | 73.2%+12.0pp |
| Annual return | 22.76% | 24.52%-1.8pp | 28.19%-5.4pp | 32.57%-9.8pp |
| Employer contribution / active EE | $1,550 | $2,895-46.4% | $2,521-38.5% | $2,504-38.1% |
| Participant deferral / active EE | $2,668 | $5,060-47.3% | $4,049-34.1% | $3,967-32.7% |
| Admin fee / account holder | $15 | $104-86.0% | $7,497-99.8% | $100-85.4% |