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 35-0145825 | Loan Processing | $34,694 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,979 | $43,423+35.8% | $78,689-25.0% | $55,167+6.9% |
| Participation rate | 90.1% | 68.0%+22.0pp | 73.6%+16.5pp | 69.0%+21.1pp |
| Annual return | 8.35% | 11.53%-3.2pp | 62.18%-53.8pp | 169.23%-160.9pp |
| Employer contribution / active EE | $4,745 | $1,997+137.6% | $2,851+66.5% | $1,963+141.8% |
| Participant deferral / active EE | $6,352 | $2,509+153.2% | $3,517+80.6% | $3,054+108.0% |
| Admin fee / account holder | $1 | $416-99.7% | $4,510-100.0% | $504-99.7% |