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 | $1,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,079 | $56,114-1.8% | $96,139-42.7% | $85,850-35.8% |
| Participation rate | 75.4% | 56.7%+18.6pp | 68.4%+6.9pp | 69.3%+6.0pp |
| Annual return | 12.83% | 42.30%-29.5pp | 191.94%-179.1pp | 318.53%-305.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,423 | $2,859+19.7% | $4,349-21.3% | $3,952-13.4% |
| Admin fee / account holder | $18 | $3,768-99.5% | $5,537-99.7% | $6,260-99.7% |