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 | $688 |
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 | $28,436 | $155,795-81.7% | $136,294-79.1% | $69,631-59.2% |
| Participation rate | 79.9% | 75.2%+4.6pp | 81.9%-2.0pp | 70.7%+9.2pp |
| Annual return | 19.43% | 232464.33%-232444.9pp | 5155.94%-5136.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $4,119 | $2,991+37.7% | $4,695-12.3% | $2,032+102.7% |
| Participant deferral / active EE | $3,462 | $5,394-35.8% | $6,247-44.6% | $3,224+7.4% |
| Admin fee / account holder | $13 | $128-89.8% | $9,243-99.9% | $110-88.2% |