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 | $17,789 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,795 | $69,305+5.0% | $82,313-11.6% | $69,631+4.5% |
| Participation rate | 76.6% | 80.3%-3.7pp | 76.9%-0.3pp | 70.7%+5.9pp |
| Annual return | 20.45% | 21.47%-1.0pp | 25.88%-5.4pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $3,244 | $1,887+72.0% | $2,428+33.6% | $2,032+59.6% |
| Participant deferral / active EE | $6,166 | $3,568+72.8% | $3,706+66.4% | $3,224+91.3% |
| Admin fee / account holder | $87 | $97-10.0% | $5,608-98.4% | $110-20.8% |