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 | $3,517 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,423 | $67,703+52.8% | $127,761-19.0% | $65,185+58.7% |
| Participation rate | 95.3% | 74.5%+20.8pp | 79.0%+16.3pp | 70.2%+25.1pp |
| Annual return | 23.86% | 24.36%-0.5pp | 26.14%-2.3pp | 29.38%-5.5pp |
| Employer contribution / active EE | $11,474 | $3,724+208.2% | $4,574+150.9% | $2,177+427.2% |
| Participant deferral / active EE | $14,014 | $4,787+192.7% | $6,021+132.7% | $3,514+298.8% |
| Admin fee / account holder | $16 | $618-97.4% | $9,395-99.8% | $847-98.1% |