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 | $6,160 |
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 | $72,722 | $67,411+7.9% | $91,001-20.1% | $70,131+3.7% |
| Participation rate | 82.3% | 71.4%+10.9pp | 75.6%+6.7pp | 69.5%+12.8pp |
| Annual return | 18.56% | -40.16%+58.7pp | 4.60%+14.0pp | 73.14%-54.6pp |
| Employer contribution / active EE | $3,301 | $1,786+84.8% | $2,456+34.4% | $2,342+40.9% |
| Participant deferral / active EE | $7,385 | $2,823+161.6% | $3,547+108.2% | $3,332+121.7% |
| Admin fee / account holder | $86 | $4,236-98.0% | $5,417-98.4% | $4,645-98.1% |