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 | $4,156 |
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 | $146,377 | $89,739+63.1% | $149,718-2.2% | $62,292+135.0% |
| Participation rate | 96.5% | 85.1%+11.3pp | 87.1%+9.4pp | 69.5%+26.9pp |
| Annual return | 16.11% | 21.01%-4.9pp | 1501.63%-1485.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $3,109 | $3,233-3.8% | $5,445-42.9% | $2,042+52.2% |
| Participant deferral / active EE | $6,637 | $4,797+38.3% | $6,569+1.0% | $3,169+109.4% |
| Admin fee / account holder | $18 | $551-96.8% | $11,283-99.8% | $479-96.3% |