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 | $4,518 |
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 | $105,909 | $95,416+11.0% | $185,823-43.0% | $85,850+23.4% |
| Participation rate | 82.8% | 68.8%+14.0pp | 81.7%+1.1pp | 69.3%+13.4pp |
| Annual return | 14.18% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,599 | $3,314-51.7% | $5,167-69.1% | $2,565-37.7% |
| Participant deferral / active EE | $5,667 | $3,423+65.5% | $5,568+1.8% | $3,952+43.4% |
| Admin fee / account holder | $44 | $7,213-99.4% | $16,237-99.7% | $6,260-99.3% |