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 10-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 | $49,334 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,504 | $100,227+32.2% | $169,993-22.1% | $74,419+78.1% |
| Participation rate | 84.0% | 87.3%-3.3pp | 87.0%-3.0pp | 70.7%+13.3pp |
| Annual return | 24.72% | 66.08%-41.4pp | 53.37%-28.7pp | 34.38%-9.7pp |
| Employer contribution / active EE | $5,247 | $4,263+23.1% | $6,785-22.7% | $2,637+98.9% |
| Participant deferral / active EE | $9,750 | $7,143+36.5% | $10,408-6.3% | $4,528+115.3% |
| Admin fee / account holder | $50 | $234-78.9% | $12,815-99.6% | $348-85.7% |