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 | $788 |
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 | $68,630 | $62,586+9.7% | $76,768-10.6% | $64,186+6.9% |
| Participation rate | 85.6% | 72.8%+12.8pp | 77.0%+8.6pp | 69.6%+16.0pp |
| Annual return | -6.21% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $475 | $1,832-74.1% | $2,485-80.9% | $2,381-80.1% |
| Participant deferral / active EE | $3,674 | $3,145+16.8% | $3,852-4.6% | $3,470+5.9% |
| Admin fee / account holder | $32 | $4,667-99.3% | $6,675-99.5% | $4,888-99.4% |