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 | -$33,524 |
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 | $48,190 | $52,293-7.8% | $178,490-73.0% | $73,409-34.4% |
| Participation rate | 93.7% | 65.3%+28.4pp | 81.9%+11.8pp | 72.2%+21.5pp |
| Annual return | 17.23% | 34.75%-17.5pp | 151.07%-133.8pp | 59.29%-42.1pp |
| Employer contribution / active EE | $2,219 | $1,735+27.8% | $5,011-55.7% | $2,234-0.7% |
| Participant deferral / active EE | $2,904 | $2,332+24.5% | $5,202-44.2% | $3,805-23.7% |
| Admin fee / account holder | -$17 | $127-113.6% | $13,984-100.1% | $158-111.0% |