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 | $706 |
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 | $66,087 | $60,349+9.5% | $74,183-10.9% | $62,891+5.1% |
| Participation rate | 94.6% | 72.7%+21.9pp | 76.6%+18.0pp | 69.3%+25.3pp |
| Annual return | 7.05% | 21.37%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,782 | $1,680+65.6% | $2,370+17.4% | $2,281+22.0% |
| Participant deferral / active EE | $5,641 | $2,856+97.5% | $3,550+58.9% | $3,203+76.1% |
| Admin fee / account holder | $7 | $4,261-99.8% | $5,586-99.9% | $4,296-99.8% |