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 | -$16,566 |
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 | $103,184 | $52,293+97.3% | $178,490-42.2% | $73,409+40.6% |
| Participation rate | 94.9% | 65.3%+29.6pp | 81.9%+13.0pp | 72.2%+22.7pp |
| Annual return | 23.99% | 34.75%-10.8pp | 151.07%-127.1pp | 59.29%-35.3pp |
| Employer contribution / active EE | $1,110 | $1,735-36.1% | $5,011-77.9% | $2,234-50.3% |
| Participant deferral / active EE | $4,591 | $2,332+96.9% | $5,202-11.7% | $3,805+20.7% |
| Admin fee / account holder | -$35 | $127-127.5% | $13,984-100.3% | $158-122.2% |