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 | $913 |
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 | $122,494 | $64,909+88.7% | $82,313+48.8% | $62,292+96.6% |
| Participation rate | 84.1% | 74.9%+9.2pp | 76.9%+7.2pp | 69.5%+14.6pp |
| Annual return | 21.56% | 21.18%+0.4pp | 25.88%-4.3pp | 28.90%-7.3pp |
| Employer contribution / active EE | $2,210 | $1,676+31.9% | $2,428-9.0% | $2,042+8.2% |
| Participant deferral / active EE | $8,115 | $3,103+161.5% | $3,706+119.0% | $3,169+156.1% |
| Admin fee / account holder | $11 | $440-97.4% | $5,608-99.8% | $479-97.7% |