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 | $2,819 |
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 | $112,654 | $88,042+28.0% | $138,135-18.4% | $79,858+41.1% |
| Participation rate | 98.9% | 71.4%+27.5pp | 78.7%+20.2pp | 69.6%+29.3pp |
| Annual return | 18.52% | 20.58%-2.1pp | 20.51%-2.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $10,317 | $3,103+232.4% | $5,587+84.7% | $2,471+317.5% |
| Participant deferral / active EE | $13,741 | $4,704+192.1% | $6,431+113.7% | $3,740+267.4% |
| Admin fee / account holder | $16 | $7,791-99.8% | $11,856-99.9% | $5,306-99.7% |