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 8-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 | $838 |
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 | $194,685 | $66,124+194.4% | $90,404+115.4% | $73,488+164.9% |
| Participation rate | 85.7% | 69.7%+16.0pp | 72.7%+13.0pp | 70.7%+15.0pp |
| Annual return | 18.69% | 17.65%+1.0pp | 1293.02%-1274.3pp | 28.51%-9.8pp |
| Employer contribution / active EE | $3,599 | $2,346+53.4% | $3,262+10.3% | $2,270+58.6% |
| Participant deferral / active EE | $4,204 | $3,039+38.3% | $3,963+6.1% | $3,740+12.4% |
| Admin fee / account holder | $18 | $396-95.5% | $5,611-99.7% | $513-96.5% |