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 | $625 |
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 | $64,916 | $75,183-13.7% | $123,892-47.6% | $55,167+17.7% |
| Participation rate | 72.2% | 72.8%-0.6pp | 81.4%-9.2pp | 69.0%+3.2pp |
| Annual return | 10.60% | 19.01%-8.4pp | 47.52%-36.9pp | 169.23%-158.6pp |
| Employer contribution / active EE | $1,288 | $2,823-54.4% | $4,617-72.1% | $1,963-34.3% |
| Participant deferral / active EE | $6,783 | $5,084+33.4% | $5,984+13.3% | $3,054+122.1% |
| Admin fee / account holder | $6 | $663-99.2% | $8,357-99.9% | $504-98.9% |