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 | $10,923 |
Form 5500 reported that benefits due were not provided when due.
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 | $66,928 | $43,999+52.1% | $79,464-15.8% | $55,725+20.1% |
| Participation rate | 99.6% | 66.9%+32.6pp | 73.3%+26.2pp | 70.9%+28.7pp |
| Annual return | -5.05% | 1.81%-6.9pp | 718.14%-723.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,698 | $1,830+47.5% | $2,800-3.7% | $2,078+29.8% |
| Participant deferral / active EE | $3,808 | $2,538+50.0% | $3,704+2.8% | $3,356+13.5% |
| Admin fee / account holder | $18 | $118-84.4% | $5,113-99.6% | $115-84.1% |