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 | $39,446 |
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 | $45,371 | $66,310-31.6% | $93,606-51.5% | $65,185-30.4% |
| Participation rate | 94.7% | 74.0%+20.7pp | 75.8%+18.9pp | 70.2%+24.5pp |
| Annual return | 25.54% | 42.58%-17.0pp | 32.76%-7.2pp | 29.38%-3.8pp |
| Employer contribution / active EE | $2,208 | $2,012+9.8% | $2,718-18.8% | $2,177+1.5% |
| Participant deferral / active EE | $3,469 | $3,342+3.8% | $4,069-14.7% | $3,514-1.3% |
| Admin fee / account holder | $119 | $6,897-98.3% | $7,888-98.5% | $847-85.9% |