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 | $7,119 |
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 | $101,279 | $78,419+29.2% | $133,956-24.4% | $73,409+38.0% |
| Participation rate | 95.6% | 78.6%+17.0pp | 79.8%+15.7pp | 72.2%+23.4pp |
| Annual return | 60.35% | 33.35%+27.0pp | 45.09%+15.3pp | 59.29%+1.1pp |
| Employer contribution / active EE | $1,962 | $2,044-4.0% | $3,919-49.9% | $2,234-12.2% |
| Participant deferral / active EE | $5,798 | $3,925+47.7% | $5,048+14.9% | $3,805+52.4% |
| Admin fee / account holder | $9 | $161-94.6% | $8,927-99.9% | $158-94.5% |