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 35-0145825 | Loan Processing | $28,764 |
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 | $60,831 | $85,202-28.6% | $172,739-64.8% | $72,985-16.7% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.8pp |
| Annual return | 16.59% | 27.32%-10.7pp | 802.84%-786.3pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,660 | $3,324-50.1% | $5,143-67.7% | $2,440-32.0% |
| Participant deferral / active EE | $1,869 | $3,260-42.7% | $5,198-64.0% | $3,607-48.2% |
| Admin fee / account holder | $3 | $5,884-100.0% | $13,954-100.0% | $5,124-99.9% |