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 | -$35,278 |
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 | $127,292 | $88,730+43.5% | $82,313+54.6% | $77,958+63.3% |
| Participation rate | 90.1% | 84.5%+5.6pp | 76.9%+13.2pp | 71.6%+18.5pp |
| Annual return | 19.75% | 20.88%-1.1pp | 25.88%-6.1pp | 20.87%-1.1pp |
| Employer contribution / active EE | $2,975 | $2,758+7.9% | $2,428+22.5% | $2,310+28.8% |
| Participant deferral / active EE | $6,447 | $4,634+39.1% | $3,706+74.0% | $3,537+82.3% |
| Admin fee / account holder | $18 | $74-76.0% | $5,608-99.7% | $97-81.7% |