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 | $55,364 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $34,051 |
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 | $43,336 | $88,122-50.8% | $141,162-69.3% | $67,579-35.9% |
| Participation rate | 85.9% | 76.5%+9.4pp | 82.5%+3.4pp | 71.3%+14.6pp |
| Annual return | 27.21% | 75.40%-48.2pp | 71.39%-44.2pp | 378.56%-351.3pp |
| Employer contribution / active EE | $2,145 | $3,224-33.5% | $4,735-54.7% | $2,148-0.1% |
| Participant deferral / active EE | $7,655 | $5,958+28.5% | $6,709+14.1% | $3,539+116.3% |
| Admin fee / account holder | $225 | $131+71.6% | $10,261-97.8% | $142+57.9% |