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 | $14,629 |
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 | $38,001 | $69,305-45.2% | $82,313-53.8% | $69,631-45.4% |
| Participation rate | 79.5% | 80.3%-0.8pp | 76.9%+2.6pp | 70.7%+8.8pp |
| Annual return | 18.88% | 21.47%-2.6pp | 25.88%-7.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $703 | $1,887-62.8% | $2,428-71.1% | $2,032-65.4% |
| Participant deferral / active EE | $2,974 | $3,568-16.7% | $3,706-19.8% | $3,224-7.8% |
| Admin fee / account holder | $44 | $97-54.5% | $5,608-99.2% | $110-59.9% |