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 | $22,545 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,946 |
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 | $64,563 | $65,376-1.2% | $87,100-25.9% | $65,185-1.0% |
| Participation rate | 88.6% | 75.3%+13.3pp | 76.9%+11.7pp | 70.2%+18.4pp |
| Annual return | 19.36% | 31.27%-11.9pp | 28.19%-8.8pp | 29.38%-10.0pp |
| Employer contribution / active EE | $2,373 | $1,822+30.2% | $2,521-5.9% | $2,177+9.0% |
| Participant deferral / active EE | $4,976 | $3,388+46.9% | $4,049+22.9% | $3,514+41.6% |
| Admin fee / account holder | $280 | $520-46.1% | $7,497-96.3% | $847-66.9% |