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 | $20,486 |
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 | $47,877 | $81,908-41.5% | $90,749-47.2% | $64,808-26.1% |
| Participation rate | 95.7% | 80.5%+15.3pp | 75.7%+20.0pp | 71.5%+24.3pp |
| Annual return | -14.14% | -12.53%-1.6pp | -12.16%-2.0pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,789 | $3,065-9.0% | $2,921-4.5% | $2,506+11.3% |
| Participant deferral / active EE | $3,966 | $4,840-18.1% | $4,564-13.1% | $4,310-8.0% |
| Admin fee / account holder | $43 | $157-72.4% | $8,445-99.5% | $188-76.9% |