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 | $68,608 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $43,308 |
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 | $49,436 | $100,801-51.0% | $149,696-67.0% | $73,409-32.7% |
| Participation rate | 93.5% | 77.7%+15.8pp | 82.5%+11.0pp | 72.2%+21.3pp |
| Annual return | 23.64% | 265.34%-241.7pp | 276.60%-253.0pp | 59.29%-35.7pp |
| Employer contribution / active EE | $2,296 | $3,312-30.7% | $4,644-50.6% | $2,234+2.8% |
| Participant deferral / active EE | $7,990 | $6,404+24.8% | $6,842+16.8% | $3,805+110.0% |
| Admin fee / account holder | $231 | $181+27.6% | $9,309-97.5% | $158+46.2% |