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 | $1,242 |
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 | $151,162 | $58,828+157.0% | $77,999+93.8% | $62,891+140.4% |
| Participation rate | 98.1% | 71.1%+27.1pp | 75.5%+22.6pp | 69.3%+28.8pp |
| Annual return | 13.32% | 17.16%-3.8pp | 425.96%-412.6pp | 20.14%-6.8pp |
| Employer contribution / active EE | $14,355 | $1,672+758.7% | $2,470+481.1% | $2,281+529.3% |
| Participant deferral / active EE | $15,044 | $2,686+460.2% | $3,497+330.2% | $3,203+369.7% |
| Admin fee / account holder | $12 | $4,393-99.7% | $5,480-99.8% | $4,296-99.7% |