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 | $10,053 |
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 | $64,707 | $69,159-6.4% | $125,175-48.3% | $67,579-4.3% |
| Participation rate | 94.4% | 78.2%+16.2pp | 79.8%+14.6pp | 71.3%+23.1pp |
| Annual return | 24.81% | 27.12%-2.3pp | 43.79%-19.0pp | 378.56%-353.7pp |
| Employer contribution / active EE | $1,648 | $2,023-18.5% | $3,865-57.4% | $2,148-23.3% |
| Participant deferral / active EE | $5,414 | $3,700+46.4% | $4,937+9.7% | $3,539+53.0% |
| Admin fee / account holder | $11 | $142-92.0% | $9,702-99.9% | $142-92.0% |