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 | $225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,684 | $75,183+21.9% | $123,892-26.0% | $55,167+66.2% |
| Participation rate | 89.1% | 72.8%+16.3pp | 81.4%+7.7pp | 69.0%+20.2pp |
| Annual return | 8.79% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,741 | $2,823-2.9% | $4,617-40.6% | $1,963+39.7% |
| Participant deferral / active EE | $12,898 | $5,084+153.7% | $5,984+115.5% | $3,054+322.3% |
| Admin fee / account holder | $1 | $663-99.8% | $8,357-100.0% | $504-99.8% |