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 8-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 | $3,501 |
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 | $36,148 | $66,302-45.5% | $110,238-67.2% | $56,287-35.8% |
| Participation rate | 93.8% | 74.9%+18.9pp | 79.8%+14.0pp | 69.9%+24.0pp |
| Annual return | -3.66% | -1.18%-2.5pp | 314.74%-318.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,100 | $2,047+2.6% | $3,826-45.1% | $2,111-0.5% |
| Participant deferral / active EE | $4,800 | $3,381+42.0% | $4,672+2.7% | $3,350+43.3% |
| Admin fee / account holder | $27 | $698-96.1% | $8,547-99.7% | $521-94.8% |