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 | $1,225 |
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 | $73,324 | $48,313+51.8% | $73,3070% | $52,331+40.1% |
| Participation rate | 73.6% | 68.6%+5.1pp | 74.9%-1.3pp | 68.1%+5.5pp |
| Annual return | 2.41% | 3.85%-1.4pp | 5.67%-3.3pp | 4.54%-2.1pp |
| Employer contribution / active EE | $2,371 | $1,661+42.7% | $3,237-26.8% | $1,882+26.0% |
| Participant deferral / active EE | $8,036 | $4,189+91.8% | $4,991+61.0% | $3,022+165.9% |
| Admin fee / account holder | $7 | $404-98.2% | $5,637-99.9% | $592-98.8% |