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 | $8,142 |
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 | $41,581 | $62,267-33.2% | $110,238-62.3% | $55,725-25.4% |
| Participation rate | 88.4% | 78.1%+10.3pp | 79.8%+8.6pp | 70.9%+17.6pp |
| Annual return | -1.01% | -1.07%+0.1pp | 314.74%-315.8pp | 244.93%-245.9pp |
| Employer contribution / active EE | $1,099 | $1,941-43.4% | $3,826-71.3% | $2,078-47.1% |
| Participant deferral / active EE | $3,608 | $3,516+2.6% | $4,672-22.8% | $3,356+7.5% |
| Admin fee / account holder | $28 | $121-76.7% | $8,547-99.7% | $115-75.5% |