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 | $38,508 |
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 | $104,700 | $58,290+79.6% | $98,442+6.4% | $86,799+20.6% |
| Participation rate | 99.7% | 68.3%+31.4pp | 73.3%+26.3pp | 72.3%+27.4pp |
| Annual return | 14.09% | 43.48%-29.4pp | 1492.73%-1478.6pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,550 | $2,008-22.8% | $2,960-47.6% | $2,405-35.6% |
| Participant deferral / active EE | $5,404 | $3,152+71.4% | $4,276+26.4% | $4,131+30.8% |
| Admin fee / account holder | $72 | $138-47.5% | $5,949-98.8% | $170-57.3% |