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 | $1,200 |
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 | $53,054 | $59,186-10.4% | $76,768-30.9% | $56,287-5.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.28% | 6.62%-10.9pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,180 | $1,759+23.9% | $2,485-12.3% | $2,111+3.2% |
| Participant deferral / active EE | $3,853 | $3,255+18.4% | $3,8520% | $3,350+15.0% |
| Admin fee / account holder | $10 | $489-97.9% | $6,675-99.8% | $521-98.0% |