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 | $38,135 |
Form 5500 reported that benefits due were not provided when due.
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 | $41,746 | $48,261-13.5% | $68,793-39.3% | $55,725-25.1% |
| Participation rate | 72.3% | 71.0%+1.3pp | 72.2%+0.1pp | 70.9%+1.5pp |
| Annual return | -5.53% | -2.61%-2.9pp | -4.63%-0.9pp | 244.93%-250.5pp |
| Employer contribution / active EE | $816 | $1,742-53.2% | $2,625-68.9% | $2,078-60.8% |
| Participant deferral / active EE | $1,128 | $2,712-58.4% | $3,311-65.9% | $3,356-66.4% |
| Admin fee / account holder | $58 | $126-53.8% | $5,131-98.9% | $115-49.4% |