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 | $12,475 |
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 | $79,000 | $99,985-21.0% | $146,665-46.1% | $85,850-8.0% |
| Participation rate | 99.0% | 73.1%+25.9pp | 80.1%+18.9pp | 69.3%+29.6pp |
| Annual return | 14.15% | 18.93%-4.8pp | 22.74%-8.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,082 | $2,559-18.6% | $4,136-49.7% | $2,565-18.8% |
| Participant deferral / active EE | $5,404 | $4,006+34.9% | $5,506-1.9% | $3,952+36.8% |
| Admin fee / account holder | $125 | $7,702-98.4% | $10,280-98.8% | $6,260-98.0% |