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 | $10,770 |
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 | $36,829 | $73,638-50.0% | $95,952-61.6% | $73,488-49.9% |
| Participation rate | 84.0% | 76.2%+7.9pp | 77.1%+7.0pp | 70.7%+13.3pp |
| Annual return | 18.98% | 16.78%+2.2pp | 91.61%-72.6pp | 28.51%-9.5pp |
| Employer contribution / active EE | $3,591 | $1,863+92.7% | $2,541+41.3% | $2,270+58.2% |
| Participant deferral / active EE | $4,869 | $3,617+34.6% | $4,167+16.8% | $3,740+30.2% |
| Admin fee / account holder | $72 | $482-85.1% | $6,795-98.9% | $513-86.0% |