Filed July 28, 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 |
|---|---|---|
INVEST FINANCIAL CORPORATION2 years Filed as: INVEST FINANCIAL Service code 16 · EIN 59-2195688 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,988 |
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 | $120,109 | $69,305+73.3% | $82,313+45.9% | $69,631+72.5% |
| Participation rate | 98.9% | 80.3%+18.7pp | 76.9%+22.0pp | 70.7%+28.2pp |
| Annual return | 16.25% | 21.47%-5.2pp | 25.88%-9.6pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,788 | $1,887-5.2% | $2,428-26.4% | $2,032-12.0% |
| Participant deferral / active EE | $4,956 | $3,568+38.9% | $3,706+33.7% | $3,224+53.7% |
| Admin fee / account holder | $69 | $97-29.2% | $5,608-98.8% | $110-37.7% |