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 | $52,108 |
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 | $30,980 | $75,388-58.9% | $123,544-74.9% | $55,725-44.4% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.3%+17.0pp | 70.9%+28.4pp |
| Annual return | -4.65% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,059 | $3,063-32.8% | $4,628-55.5% | $2,078-0.9% |
| Participant deferral / active EE | $4,417 | $5,651-21.8% | $6,426-31.3% | $3,356+31.6% |
| Admin fee / account holder | $87 | $120-27.4% | $9,284-99.1% | $115-24.5% |