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 | -$11,482 |
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 | $108,124 | $63,905+69.2% | $74,183+45.8% | $57,658+87.5% |
| Participation rate | 88.5% | 79.8%+8.7pp | 76.6%+11.8pp | 70.2%+18.2pp |
| Annual return | 7.17% | 60.60%-53.4pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,892 | $1,840+57.1% | $2,370+22.0% | $1,974+46.5% |
| Participant deferral / active EE | $6,037 | $3,448+75.1% | $3,550+70.1% | $3,061+97.3% |
| Admin fee / account holder | $19 | $91-78.7% | $5,586-99.7% | $95-79.5% |