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 | $22,295 |
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 | $48,894 | $176,491-72.3% | $95,952-49.0% | $90,288-45.8% |
| Participation rate | 75.3% | 86.6%-11.3pp | 77.1%-1.8pp | 73.4%+1.9pp |
| Annual return | 64.30% | 20.14%+44.2pp | 91.61%-27.3pp | 53.97%+10.3pp |
| Employer contribution / active EE | $1,640 | $2,789-41.2% | $2,541-35.5% | $2,524-35.0% |
| Participant deferral / active EE | $2,708 | $5,340-49.3% | $4,167-35.0% | $4,232-36.0% |
| Admin fee / account holder | $10 | $154-93.3% | $6,795-99.8% | $114-91.0% |