Filed September 13, 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 | $9,913 |
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 | $64,535 | $52,293+23.4% | $178,490-63.8% | $73,409-12.1% |
| Participation rate | 81.1% | 65.3%+15.8pp | 81.9%-0.8pp | 72.2%+9.0pp |
| Annual return | 18.89% | 34.75%-15.9pp | 151.07%-132.2pp | 59.29%-40.4pp |
| Employer contribution / active EE | $1,987 | $1,735+14.5% | $5,011-60.3% | $2,234-11.0% |
| Participant deferral / active EE | $2,290 | $2,332-1.8% | $5,202-56.0% | $3,805-39.8% |
| Admin fee / account holder | $49 | $127-61.3% | $13,984-99.6% | $158-68.7% |