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 | $40,859 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,450 |
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 | $76,479 | $79,519-3.8% | $95,952-20.3% | $73,409+4.2% |
| Participation rate | 90.2% | 81.2%+9.0pp | 77.1%+13.1pp | 72.2%+18.0pp |
| Annual return | 15.77% | 19.20%-3.4pp | 91.61%-75.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $2,312 | $2,048+12.9% | $2,541-9.0% | $2,234+3.5% |
| Participant deferral / active EE | $4,098 | $4,138-1.0% | $4,167-1.7% | $3,805+7.7% |
| Admin fee / account holder | $149 | $184-19.4% | $6,795-97.8% | $158-5.9% |