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 | $2,006 |
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 | $122,970 | $74,024+66.1% | $77,999+57.7% | $57,658+113.3% |
| Participation rate | 98.9% | 79.7%+19.2pp | 75.5%+23.4pp | 70.2%+28.7pp |
| Annual return | 7.09% | 12.14%-5.1pp | 425.96%-418.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $5,812 | $2,365+145.7% | $2,470+135.3% | $1,974+194.4% |
| Participant deferral / active EE | $8,501 | $3,533+140.6% | $3,497+143.1% | $3,061+177.8% |
| Admin fee / account holder | $2 | $93-97.4% | $5,480-100.0% | $95-97.4% |