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 | $9,935 |
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 | $40,962 | $44,989-9.0% | $170,442-76.0% | $77,958-47.5% |
| Participation rate | 92.0% | 64.6%+27.4pp | 83.6%+8.4pp | 71.6%+20.3pp |
| Annual return | 20.99% | 19.61%+1.4pp | 205.93%-184.9pp | 20.87%+0.1pp |
| Employer contribution / active EE | $2,076 | $1,466+41.6% | $5,433-61.8% | $2,310-10.2% |
| Participant deferral / active EE | $2,395 | $2,208+8.5% | $4,939-51.5% | $3,537-32.3% |
| Admin fee / account holder | $6 | $69-91.0% | $13,880-100.0% | $97-93.6% |