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 | $3,794 |
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 | $86,585 | $58,083+49.1% | $80,019+8.2% | $56,287+53.8% |
| Participation rate | 85.3% | 73.6%+11.7pp | 75.8%+9.5pp | 69.9%+15.4pp |
| Annual return | -4.65% | 34.61%-39.3pp | 11.22%-15.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $6,357 | $1,932+229.0% | $2,468+157.6% | $2,111+201.1% |
| Participant deferral / active EE | $5,527 | $3,135+76.3% | $3,686+50.0% | $3,350+65.0% |
| Admin fee / account holder | $36 | $623-94.1% | $6,521-99.4% | $521-93.0% |