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 | $5,076 |
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 | $236,585 | $52,953+346.8% | $172,739+37.0% | $65,185+262.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.53% | 30.12%-10.6pp | 802.84%-783.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $9,468 | $2,190+332.4% | $5,143+84.1% | $2,177+335.0% |
| Participant deferral / active EE | $6,062 | $2,471+145.4% | $5,198+16.6% | $3,514+72.5% |
| Admin fee / account holder | $12 | $472-97.5% | $13,954-99.9% | $847-98.6% |