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 5-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 | $2,696 |
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 | $159,775 | $52,293+205.5% | $178,490-10.5% | $73,409+117.6% |
| Participation rate | 91.7% | 65.3%+26.3pp | 81.9%+9.7pp | 72.2%+19.5pp |
| Annual return | 28.69% | 34.75%-6.1pp | 151.07%-122.4pp | 59.29%-30.6pp |
| Employer contribution / active EE | $1,691 | $1,735-2.5% | $5,011-66.2% | $2,234-24.3% |
| Participant deferral / active EE | $6,310 | $2,332+170.6% | $5,202+21.3% | $3,805+65.8% |
| Admin fee / account holder | $10 | $127-92.3% | $13,984-99.9% | $158-93.8% |