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 | $1,238 |
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 | $104,473 | $102,514+1.9% | $97,995+6.6% | $62,292+67.7% |
| Participation rate | 85.7% | 79.5%+6.2pp | 82.4%+3.3pp | 69.5%+16.2pp |
| Annual return | 18.41% | 32.43%-14.0pp | 23.94%-5.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,426 | $3,689-61.4% | $4,158-65.7% | $2,042-30.2% |
| Participant deferral / active EE | $5,690 | $5,308+7.2% | $5,097+11.6% | $3,169+79.5% |
| Admin fee / account holder | $11 | $378-97.1% | $5,943-99.8% | $479-97.7% |