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 9-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 | $7,013 |
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 | $63,973 | $72,770-12.1% | $67,652-5.4% | $55,191+15.9% |
| Participation rate | 81.2% | 78.8%+2.4pp | 75.7%+5.5pp | 69.2%+12.0pp |
| Annual return | 1.98% | -3.26%+5.2pp | 6625.04%-6623.1pp | 10.78%-8.8pp |
| Employer contribution / active EE | $733 | $1,769-58.6% | $2,266-67.6% | $1,899-61.4% |
| Participant deferral / active EE | $1,820 | $3,408-46.6% | $3,560-48.9% | $3,046-40.3% |
| Admin fee / account holder | $28 | $79-64.5% | $4,821-99.4% | $91-69.1% |