Filed January 2, 2018
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 | $368 |
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 | $186,218 | $112,315+65.8% | $81,367+128.9% | $55,191+237.4% |
| Participation rate | 97.8% | 88.0%+9.8pp | 82.3%+15.5pp | 69.2%+28.6pp |
| Annual return | 1.66% | 0.62%+1.0pp | -0.92%+2.6pp | 10.78%-9.1pp |
| Employer contribution / active EE | $5,167 | $4,239+21.9% | $3,930+31.5% | $1,899+172.1% |
| Participant deferral / active EE | $11,546 | $6,435+79.4% | $5,383+114.5% | $3,046+279.0% |
| Admin fee / account holder | $1 | $83-99.3% | $8,926-100.0% | $91-99.4% |