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 6-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 | $18,444 |
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 | $38,106 | $72,658-47.6% | $127,761-70.2% | $67,579-43.6% |
| Participation rate | 73.3% | 80.0%-6.7pp | 79.0%-5.7pp | 71.3%+2.0pp |
| Annual return | 67.41% | 26.49%+40.9pp | 26.14%+41.3pp | 378.56%-311.2pp |
| Employer contribution / active EE | $3,455 | $3,988-13.4% | $4,574-24.5% | $2,148+60.9% |
| Participant deferral / active EE | $4,152 | $5,383-22.9% | $6,021-31.0% | $3,539+17.3% |
| Admin fee / account holder | $25 | $127-80.3% | $9,395-99.7% | $142-82.4% |