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 | $9,252 |
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 | $155,085 | $73,404+111.3% | $87,100+78.1% | $67,579+129.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 22.44% | 48.29%-25.9pp | 28.19%-5.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $7,561 | $2,014+275.4% | $2,521+199.9% | $2,148+252.0% |
| Participant deferral / active EE | $5,459 | $3,913+39.5% | $4,049+34.8% | $3,539+54.2% |
| Admin fee / account holder | $28 | $142-79.9% | $7,497-99.6% | $142-80.0% |