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 5-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 | $188 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $315,948 | $99,957+216.1% | $149,696+111.1% | $73,488+329.9% |
| Participation rate | 88.0% | 75.7%+12.3pp | 82.5%+5.5pp | 70.7%+17.3pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $3,365 | $3,191+5.4% | $4,644-27.6% | $2,270+48.2% |
| Participant deferral / active EE | $7,506 | $6,073+23.6% | $6,842+9.7% | $3,740+100.7% |
| Admin fee / account holder | $2 | $551-99.6% | $9,309-100.0% | $513-99.6% |