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 | $7,824 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,641 | $52,884+3.3% | $84,750-35.5% | $55,167-1.0% |
| Participation rate | 98.9% | 67.5%+31.4pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | 6.30% | 18.03%-11.7pp | 22.78%-16.5pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,808 | $2,233-19.1% | $3,574-49.4% | $1,963-7.9% |
| Participant deferral / active EE | $2,985 | $2,644+12.9% | $3,712-19.6% | $3,054-2.3% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |