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 | $1,212 |
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 | $134,308 | $67,411+99.2% | $91,001+47.6% | $70,131+91.5% |
| Participation rate | 88.9% | 71.4%+17.5pp | 75.6%+13.3pp | 69.5%+19.3pp |
| Annual return | 13.10% | -40.16%+53.3pp | 4.60%+8.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,933 | $1,786+64.2% | $2,456+19.5% | $2,342+25.2% |
| Participant deferral / active EE | $6,448 | $2,823+128.4% | $3,547+81.8% | $3,332+93.5% |
| Admin fee / account holder | $19 | $4,236-99.6% | $5,417-99.7% | $4,645-99.6% |