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 | $4,383 |
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 | $33,520 | $75,183-55.4% | $123,892-72.9% | $55,167-39.2% |
| Participation rate | 96.6% | 72.8%+23.8pp | 81.4%+15.2pp | 69.0%+27.6pp |
| Annual return | 9.46% | 19.01%-9.5pp | 47.52%-38.1pp | 169.23%-159.8pp |
| Employer contribution / active EE | $2,060 | $2,823-27.0% | $4,617-55.4% | $1,963+5.0% |
| Participant deferral / active EE | $4,698 | $5,084-7.6% | $5,984-21.5% | $3,054+53.8% |
| Admin fee / account holder | $19 | $663-97.1% | $8,357-99.8% | $504-96.2% |