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 | $4,853 |
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 | $20,625 | $43,550-52.6% | $63,517-67.5% | $52,331-60.6% |
| Participation rate | 88.5% | 65.7%+22.8pp | 71.0%+17.5pp | 68.1%+20.4pp |
| Annual return | 0.37% | 2.03%-1.7pp | -70.30%+70.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $529 | $1,351-60.8% | $2,322-77.2% | $1,882-71.9% |
| Participant deferral / active EE | $1,987 | $2,254-11.8% | $2,953-32.7% | $3,022-34.2% |
| Admin fee / account holder | $84 | $387-78.2% | $5,892-98.6% | $592-85.7% |