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 | $13,781 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $9,499 |
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 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 | $48,071 | $85,766-44.0% | $136,294-64.7% | $70,131-31.5% |
| Participation rate | 82.2% | 74.2%+8.0pp | 81.9%+0.3pp | 69.5%+12.7pp |
| Annual return | 15.54% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $4,808 | $2,966+62.1% | $4,695+2.4% | $2,342+105.3% |
| Participant deferral / active EE | $9,679 | $5,051+91.6% | $6,247+54.9% | $3,332+190.5% |
| Admin fee / account holder | $182 | $5,420-96.6% | $9,243-98.0% | $4,645-96.1% |