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 | $49,130 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,610 | $54,237+39.4% | $90,281-16.3% | $67,579+11.9% |
| Participation rate | 99.2% | 68.6%+30.6pp | 73.3%+25.9pp | 71.3%+27.9pp |
| Annual return | 21.54% | 37.27%-15.7pp | 78.10%-56.6pp | 378.56%-357.0pp |
| Employer contribution / active EE | $2,838 | $1,846+53.7% | $2,854-0.6% | $2,148+32.1% |
| Participant deferral / active EE | $4,106 | $2,625+56.4% | $3,885+5.7% | $3,539+16.0% |
| Admin fee / account holder | $76 | $123-38.1% | $5,351-98.6% | $142-46.3% |