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 | $42,544 |
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 | $35,024 | $155,795-77.5% | $136,294-74.3% | $69,631-49.7% |
| Participation rate | 99.5% | 75.2%+24.2pp | 81.9%+17.5pp | 70.7%+28.8pp |
| Annual return | 18.87% | 232464.33%-232445.5pp | 5155.94%-5137.1pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $1,910 | $2,991-36.2% | $4,695-59.3% | $2,032-6.0% |
| Participant deferral / active EE | $3,967 | $5,394-26.4% | $6,247-36.5% | $3,224+23.1% |
| Admin fee / account holder | $83 | $128-35.0% | $9,243-99.1% | $110-24.5% |