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 7-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 | $41,267 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,871 | $88,515-56.1% | $162,163-76.0% | $67,579-42.5% |
| Participation rate | 89.6% | 86.8%+2.8pp | 87.6%+2.1pp | 71.3%+18.4pp |
| Annual return | 691.76% | 27.04%+664.7pp | 115.59%+576.2pp | 378.56%+313.2pp |
| Employer contribution / active EE | $3,729 | $3,563+4.7% | $5,614-33.6% | $2,148+73.6% |
| Participant deferral / active EE | $6,453 | $5,724+12.7% | $7,298-11.6% | $3,539+82.3% |
| Admin fee / account holder | $66 | $124-46.6% | $10,843-99.4% | $142-53.6% |