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 | $9,788 |
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 | $70,067 | $58,828+19.1% | $77,999-10.2% | $62,891+11.4% |
| Participation rate | 85.6% | 71.1%+14.5pp | 75.5%+10.0pp | 69.3%+16.3pp |
| Annual return | 7.41% | 17.16%-9.7pp | 425.96%-418.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $5,662 | $1,672+238.7% | $2,470+129.2% | $2,281+148.2% |
| Participant deferral / active EE | $5,122 | $2,686+90.7% | $3,497+46.5% | $3,203+59.9% |
| Admin fee / account holder | $96 | $4,393-97.8% | $5,480-98.2% | $4,296-97.8% |