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 | $1,300 |
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 | $89,207 | $54,573+63.5% | $90,951-1.9% | $73,488+21.4% |
| Participation rate | 92.2% | 61.2%+31.0pp | 69.0%+23.1pp | 70.7%+21.5pp |
| Annual return | 16.95% | 16.69%+0.3pp | 134.60%-117.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $689 | $991-30.5% | $2,122-67.5% | $2,270-69.6% |
| Participant deferral / active EE | $3,833 | $2,517+52.3% | $3,373+13.7% | $3,740+2.5% |
| Admin fee / account holder | $16 | $521-96.9% | $5,959-99.7% | $513-96.9% |