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 | -$21,504 |
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 | $221,197 | $47,977+361.0% | $154,107+43.5% | $56,287+293.0% |
| Participation rate | 97.4% | 66.2%+31.3pp | 83.0%+14.4pp | 69.9%+27.6pp |
| Annual return | -5.18% | 3.54%-8.7pp | 735.12%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $7,214 | $2,169+232.6% | $5,298+36.2% | $2,111+241.7% |
| Participant deferral / active EE | $5,194 | $2,392+117.1% | $5,081+2.2% | $3,350+55.0% |
| Admin fee / account holder | -$128 | $438-129.3% | $13,411-101.0% | $521-124.6% |