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 | $13,281 |
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 | $33,051 | $44,989-26.5% | $170,442-80.6% | $77,958-57.6% |
| Participation rate | 91.3% | 64.6%+26.7pp | 83.6%+7.7pp | 71.6%+19.7pp |
| Annual return | 19.93% | 19.61%+0.3pp | 205.93%-186.0pp | 20.87%-0.9pp |
| Employer contribution / active EE | $1,446 | $1,466-1.4% | $5,433-73.4% | $2,310-37.4% |
| Participant deferral / active EE | $2,321 | $2,208+5.1% | $4,939-53.0% | $3,537-34.4% |
| Admin fee / account holder | $8 | $69-88.4% | $13,880-99.9% | $97-91.8% |