Filed October 27, 2017
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 | $7,591 |
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 | $90,566 | $80,753+12.2% | $136,294-33.6% | $62,292+45.4% |
| Participation rate | 87.5% | 73.5%+14.0pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 19.32% | 35.83%-16.5pp | 5155.94%-5136.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $4,307 | $2,884+49.4% | $4,695-8.3% | $2,042+110.9% |
| Participant deferral / active EE | $5,209 | $5,164+0.9% | $6,247-16.6% | $3,169+64.4% |
| Admin fee / account holder | $61 | $525-88.4% | $9,243-99.3% | $479-87.2% |