Filed January 7, 2020
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 16 · EIN 47-1411118 | Consulting | $30,347 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,756 |
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 | $131,977 | $54,237+143.3% | $90,281+46.2% | $67,579+95.3% |
| Participation rate | 88.9% | 68.6%+20.3pp | 73.3%+15.7pp | 71.3%+17.7pp |
| Annual return | 23.73% | 37.27%-13.5pp | 78.10%-54.4pp | 378.56%-354.8pp |
| Employer contribution / active EE | $2,357 | $1,846+27.7% | $2,854-17.4% | $2,148+9.7% |
| Participant deferral / active EE | $7,232 | $2,625+175.5% | $3,885+86.1% | $3,539+104.3% |
| Admin fee / account holder | $2 | $123-98.1% | $5,351-100.0% | $142-98.4% |