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 | $10,016 |
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 | $28,015 | $65,376-57.1% | $87,100-67.8% | $65,185-57.0% |
| Participation rate | 82.0% | 75.3%+6.7pp | 76.9%+5.1pp | 70.2%+11.8pp |
| Annual return | 36.30% | 31.27%+5.0pp | 28.19%+8.1pp | 29.38%+6.9pp |
| Employer contribution / active EE | $2,388 | $1,822+31.0% | $2,521-5.3% | $2,177+9.7% |
| Participant deferral / active EE | $3,625 | $3,388+7.0% | $4,049-10.5% | $3,514+3.2% |
| Admin fee / account holder | $84 | $520-83.9% | $7,497-98.9% | $847-90.1% |