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 | $3,113 |
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 | $110,013 | $73,404+49.9% | $87,100+26.3% | $67,579+62.8% |
| Participation rate | 96.1% | 80.9%+15.3pp | 76.9%+19.3pp | 71.3%+24.9pp |
| Annual return | 23.81% | 48.29%-24.5pp | 28.19%-4.4pp | 378.56%-354.7pp |
| Employer contribution / active EE | $1,902 | $2,014-5.6% | $2,521-24.6% | $2,148-11.4% |
| Participant deferral / active EE | $5,229 | $3,913+33.6% | $4,049+29.2% | $3,539+47.7% |
| Admin fee / account holder | $9 | $142-93.4% | $7,497-99.9% | $142-93.4% |