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 | $2,575 |
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 | $125,769 | $56,629+122.1% | $77,999+61.2% | $55,167+128.0% |
| Participation rate | 99.2% | 73.3%+25.9pp | 75.5%+23.7pp | 69.0%+30.2pp |
| Annual return | 6.08% | 2866.98%-2860.9pp | 425.96%-419.9pp | 169.23%-163.2pp |
| Employer contribution / active EE | $11,721 | $1,723+580.3% | $2,470+374.5% | $1,963+497.2% |
| Participant deferral / active EE | $10,403 | $2,777+274.6% | $3,497+197.5% | $3,054+240.6% |
| Admin fee / account holder | $18 | $467-96.2% | $5,480-99.7% | $504-96.5% |