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 | $1,479 |
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 | $115,806 | $103,685+11.7% | $105,387+9.9% | $65,185+77.7% |
| Participation rate | 89.4% | 83.2%+6.2pp | 82.6%+6.9pp | 70.2%+19.2pp |
| Annual return | 28.65% | 23.88%+4.8pp | 26.82%+1.8pp | 29.38%-0.7pp |
| Employer contribution / active EE | $1,616 | $3,842-57.9% | $4,213-61.7% | $2,177-25.8% |
| Participant deferral / active EE | $7,049 | $5,634+25.1% | $5,502+28.1% | $3,514+100.6% |
| Admin fee / account holder | $11 | $399-97.2% | $6,559-99.8% | $847-98.7% |