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 | $1,500 |
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 | $90,210 | $73,404+22.9% | $87,100+3.6% | $67,579+33.5% |
| Participation rate | 94.9% | 80.9%+14.0pp | 76.9%+18.0pp | 71.3%+23.6pp |
| Annual return | 24.79% | 48.29%-23.5pp | 28.19%-3.4pp | 378.56%-353.8pp |
| Employer contribution / active EE | $1,173 | $2,014-41.7% | $2,521-53.5% | $2,148-45.4% |
| Participant deferral / active EE | $8,835 | $3,913+125.8% | $4,049+118.2% | $3,539+149.6% |
| Admin fee / account holder | $2 | $142-98.7% | $7,497-100.0% | $142-98.7% |