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 | $471 |
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 | $45,027 | $58,879-23.5% | $178,490-74.8% | $73,488-38.7% |
| Participation rate | 94.7% | 66.2%+28.5pp | 81.9%+12.8pp | 70.7%+24.1pp |
| Annual return | 18.07% | 24.86%-6.8pp | 151.07%-133.0pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,728 | $2,236+22.0% | $5,011-45.6% | $2,270+20.2% |
| Participant deferral / active EE | $3,101 | $2,567+20.8% | $5,202-40.4% | $3,740-17.1% |
| Admin fee / account holder | $1 | $400-99.6% | $13,984-100.0% | $513-99.7% |