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 | $7,165 |
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 | $37,616 | $36,916+1.9% | $156,549-76.0% | $57,658-34.8% |
| Participation rate | 92.9% | 63.4%+29.4pp | 84.0%+8.9pp | 70.2%+22.6pp |
| Annual return | 6.77% | 12.38%-5.6pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,879 | $1,571+19.7% | $5,501-65.8% | $1,974-4.8% |
| Participant deferral / active EE | $2,218 | $1,926+15.2% | $4,871-54.5% | $3,061-27.5% |
| Admin fee / account holder | $5 | $82-94.1% | $13,027-100.0% | $95-94.9% |