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 | $15,625 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $4,500 |
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 | $106,648 | $65,435+63.0% | $86,677+23.0% | $66,914+59.4% |
| Participation rate | 82.1% | 75.5%+6.7pp | 76.6%+5.6pp | 69.8%+12.3pp |
| Annual return | -15.61% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,912 | $2,153+35.2% | $2,836+2.6% | $2,544+14.4% |
| Participant deferral / active EE | $6,892 | $4,100+68.1% | $4,656+48.0% | $4,237+62.7% |
| Admin fee / account holder | $188 | $642-70.7% | $7,493-97.5% | $593-68.3% |