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 | $113,671 |
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 | $110,599 | $44,794+146.9% | $90,281+22.5% | $77,787+42.2% |
| Participation rate | 75.8% | 66.6%+9.2pp | 73.3%+2.5pp | 73.2%+2.6pp |
| Annual return | 21.69% | 28.23%-6.5pp | 78.10%-56.4pp | 32.57%-10.9pp |
| Employer contribution / active EE | $3,213 | $1,809+77.6% | $2,854+12.6% | $2,504+28.3% |
| Participant deferral / active EE | $5,358 | $2,642+102.8% | $3,885+37.9% | $3,967+35.1% |
| Admin fee / account holder | $85 | $94-10.2% | $5,351-98.4% | $100-15.3% |