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 | $750 |
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 | $74,333 | $59,535+24.9% | $90,160-17.6% | $62,292+19.3% |
| Participation rate | 78.8% | 73.0%+5.8pp | 76.9%+2.0pp | 69.5%+9.3pp |
| Annual return | 21.75% | 23.53%-1.8pp | 34.88%-13.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $3,619 | $1,826+98.2% | $3,318+9.1% | $2,042+77.2% |
| Participant deferral / active EE | $8,387 | $4,639+80.8% | $5,288+58.6% | $3,169+164.6% |
| Admin fee / account holder | $3 | $337-99.1% | $5,943-99.9% | $479-99.3% |