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 8-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 | $14,567 |
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 | $94,941 | $29,667+220.0% | $56,441+68.2% | $80,874+17.4% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 17.63% | 35.22%-17.6pp | 1704.21%-1686.6pp | 35.62%-18.0pp |
| Employer contribution / active EE | $10,673 | $669+1494.4% | $1,039+927.1% | $2,756+287.3% |
| Participant deferral / active EE | $18,159 | $1,227+1380.5% | $1,953+829.9% | $4,297+322.6% |
| Admin fee / account holder | $165 | $2,429-93.2% | $2,829-94.2% | $6,935-97.6% |