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 | $419 |
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 | $84,619 | $48,076+76.0% | $78,689+7.5% | $62,891+34.5% |
| Participation rate | 81.4% | 65.2%+16.2pp | 73.6%+7.9pp | 69.3%+12.1pp |
| Annual return | 9.01% | 31.35%-22.3pp | 62.18%-53.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $8,565 | $2,015+325.1% | $2,851+200.5% | $2,281+275.5% |
| Participant deferral / active EE | $5,694 | $2,588+120.0% | $3,517+61.9% | $3,203+77.8% |
| Admin fee / account holder | $4 | $3,207-99.9% | $4,510-99.9% | $4,296-99.9% |