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 | $118,037 |
Form 5500 reported that benefits due were not provided when due.
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 | $99,440 | $25,165+295.2% | $73,545+35.2% | $77,958+27.6% |
| Participation rate | 98.6% | 36.6%+62.0pp | 54.9%+43.7pp | 71.6%+27.0pp |
| Annual return | 16.41% | 18.12%-1.7pp | -15.16%+31.6pp | 20.87%-4.5pp |
| Employer contribution / active EE | $7,092 | $395+1693.5% | $1,219+481.8% | $2,310+206.9% |
| Participant deferral / active EE | $4,968 | $898+453.3% | $1,806+175.1% | $3,537+40.5% |
| Admin fee / account holder | $61 | $76-19.8% | $2,320-97.4% | $97-37.6% |