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 | -$22,940 |
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 | $151,882 | $85,135+78.4% | $98,907+53.6% | $73,409+106.9% |
| Participation rate | 91.3% | 81.1%+10.1pp | 76.0%+15.2pp | 72.2%+19.1pp |
| Annual return | 15.95% | 19.14%-3.2pp | 196.43%-180.5pp | 59.29%-43.3pp |
| Employer contribution / active EE | $3,997 | $2,721+46.9% | $2,689+48.7% | $2,234+79.0% |
| Participant deferral / active EE | $10,403 | $4,349+139.2% | $4,244+145.1% | $3,805+173.4% |
| Admin fee / account holder | -$28 | $139-120.2% | $6,642-100.4% | $158-117.8% |