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 | $613 |
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 | $37,166 | $52,953-29.8% | $172,739-78.5% | $65,185-43.0% |
| Participation rate | 86.1% | 66.2%+19.9pp | 82.6%+3.4pp | 70.2%+15.9pp |
| Annual return | 23.25% | 30.12%-6.9pp | 802.84%-779.6pp | 29.38%-6.1pp |
| Employer contribution / active EE | $2,204 | $2,190+0.7% | $5,143-57.1% | $2,177+1.3% |
| Participant deferral / active EE | $2,304 | $2,471-6.8% | $5,198-55.7% | $3,514-34.4% |
| Admin fee / account holder | $2 | $472-99.6% | $13,954-100.0% | $847-99.8% |