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 | $14,325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,190 | $92,055-33.5% | $106,213-42.4% | $77,643-21.2% |
| Participation rate | 92.8% | 81.0%+11.7pp | 75.3%+17.5pp | 70.6%+22.2pp |
| Annual return | 13.07% | 17.91%-4.8pp | 116.14%-103.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $3,329 | $3,367-1.1% | $3,171+5.0% | $2,726+22.1% |
| Participant deferral / active EE | $4,521 | $5,386-16.0% | $5,016-9.9% | $4,647-2.7% |
| Admin fee / account holder | $36 | $219-83.5% | $11,033-99.7% | $430-91.6% |