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 | $796 |
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 | $111,140 | $74,347+49.5% | $93,606+18.7% | $67,579+64.5% |
| Participation rate | 87.3% | 80.6%+6.7pp | 75.8%+11.5pp | 71.3%+16.0pp |
| Annual return | 23.05% | 28.07%-5.0pp | 32.76%-9.7pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,127 | $2,583-17.7% | $2,718-21.7% | $2,148-1.0% |
| Participant deferral / active EE | $4,422 | $4,060+8.9% | $4,069+8.7% | $3,539+24.9% |
| Admin fee / account holder | $11 | $123-90.9% | $7,888-99.9% | $142-92.2% |