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 | $2,423 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $100,370 | $72,404+38.6% | $110,238-9.0% | $64,186+56.4% |
| Participation rate | 94.4% | 73.3%+21.0pp | 79.8%+14.6pp | 69.6%+24.8pp |
| Annual return | -4.90% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,552 | $2,282-32.0% | $3,826-59.4% | $2,381-34.8% |
| Participant deferral / active EE | $3,123 | $3,469-10.0% | $4,672-33.2% | $3,470-10.0% |
| Admin fee / account holder | $22 | $5,664-99.6% | $8,547-99.7% | $4,888-99.5% |