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 9-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 | $1,438 |
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 | $79,741 | $49,138+62.3% | $84,015-5.1% | $65,185+22.3% |
| Participation rate | 85.0% | 60.7%+24.3pp | 69.0%+16.0pp | 70.2%+14.8pp |
| Annual return | 26.51% | 23.00%+3.5pp | 71.31%-44.8pp | 29.38%-2.9pp |
| Employer contribution / active EE | $300 | $914-67.2% | $1,983-84.9% | $2,177-86.2% |
| Participant deferral / active EE | $4,069 | $2,397+69.7% | $3,239+25.6% | $3,514+15.8% |
| Admin fee / account holder | $16 | $543-97.1% | $6,101-99.7% | $847-98.1% |