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 | $4,275 |
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 | $66,992 | $39,948+67.7% | $89,391-25.1% | $73,409-8.7% |
| Participation rate | 94.4% | 50.4%+44.0pp | 68.0%+26.5pp | 72.2%+22.3pp |
| Annual return | 33.48% | 50.12%-16.6pp | 245.62%-212.1pp | 59.29%-25.8pp |
| Employer contribution / active EE | $4,571 | $1,200+281.0% | $2,586+76.8% | $2,234+104.6% |
| Participant deferral / active EE | $13,176 | $2,193+500.9% | $3,890+238.7% | $3,805+246.2% |
| Admin fee / account holder | $5 | $134-96.0% | $4,881-99.9% | $158-96.6% |