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 9-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 | $1,849 |
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 | $43,868 | $91,190-51.9% | $178,490-75.4% | $79,858-45.1% |
| Participation rate | 91.5% | 69.2%+22.3pp | 81.9%+9.6pp | 69.6%+21.9pp |
| Annual return | 17.30% | 24.19%-6.9pp | 151.07%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,572 | $3,256+9.7% | $5,011-28.7% | $2,471+44.6% |
| Participant deferral / active EE | $7,380 | $3,236+128.0% | $5,202+41.9% | $3,740+97.3% |
| Admin fee / account holder | $24 | $6,751-99.6% | $13,984-99.8% | $5,306-99.6% |