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 | $4,067 |
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 | $71,913 | $56,199+28.0% | $67,652+6.3% | $59,632+20.6% |
| Participation rate | 94.3% | 71.5%+22.8pp | 75.7%+18.6pp | 68.7%+25.6pp |
| Annual return | -0.82% | 18505.31%-18506.1pp | 6625.04%-6625.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,333 | $1,614+44.5% | $2,266+3.0% | $2,203+5.9% |
| Participant deferral / active EE | $6,575 | $2,844+131.2% | $3,560+84.7% | $3,192+106.0% |
| Admin fee / account holder | $22 | $3,958-99.4% | $4,821-99.5% | $4,297-99.5% |