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 | $61,897 |
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 | $92,866 | $52,670+76.3% | $90,404+2.7% | $73,409+26.5% |
| Participation rate | 98.6% | 67.7%+30.9pp | 72.7%+25.9pp | 72.2%+26.4pp |
| Annual return | 15.85% | 20.70%-4.9pp | 1293.02%-1277.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,632 | $1,872-12.8% | $3,262-50.0% | $2,234-26.9% |
| Participant deferral / active EE | $3,575 | $2,807+27.4% | $3,963-9.8% | $3,805-6.1% |
| Admin fee / account holder | $108 | $117-7.6% | $5,611-98.1% | $158-31.7% |