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 | $13,963 |
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 | $62,658 | $85,135-26.4% | $98,907-36.6% | $73,409-14.6% |
| Participation rate | 85.6% | 81.1%+4.5pp | 76.0%+9.6pp | 72.2%+13.4pp |
| Annual return | 13.26% | 19.14%-5.9pp | 196.43%-183.2pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,969 | $2,721-27.6% | $2,689-26.8% | $2,234-11.9% |
| Participant deferral / active EE | $3,038 | $4,349-30.2% | $4,244-28.4% | $3,805-20.2% |
| Admin fee / account holder | $29 | $139-79.5% | $6,642-99.6% | $158-81.9% |