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 | $1,897 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,524 | $73,004-45.9% | $90,749-56.4% | $68,494-42.3% |
| Participation rate | 86.1% | 70.8%+15.2pp | 75.7%+10.4pp | 67.9%+18.2pp |
| Annual return | -21.34% | -13.81%-7.5pp | -12.16%-9.2pp | -7.84%-13.5pp |
| Employer contribution / active EE | $807 | $2,193-63.2% | $2,921-72.4% | $2,596-68.9% |
| Participant deferral / active EE | $2,755 | $3,627-24.0% | $4,564-39.6% | $4,027-31.6% |
| Admin fee / account holder | $56 | $5,896-99.0% | $8,445-99.3% | $5,403-99.0% |