Filed January 15, 2025
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 | $2,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,103 | $46,292+181.0% | $143,757-9.5% | $64,808+100.8% |
| Participation rate | 89.7% | 64.2%+25.5pp | 80.3%+9.4pp | 71.5%+18.2pp |
| Annual return | -17.15% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $9,452 | $1,910+394.9% | $4,951+90.9% | $2,506+277.2% |
| Participant deferral / active EE | $6,385 | $2,646+141.3% | $5,637+13.3% | $4,310+48.1% |
| Admin fee / account holder | $7 | $154-95.3% | $14,673-100.0% | $188-96.1% |