Filed December 7, 2016
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 | $1,225 |
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 | $84,428 | $73,102+15.5% | $123,544-31.7% | $56,287+50.0% |
| Participation rate | 85.5% | 74.3%+11.2pp | 82.3%+3.2pp | 69.9%+15.6pp |
| Annual return | 3.15% | 3.01%+0.1pp | 119.20%-116.0pp | -9.96%+13.1pp |
| Employer contribution / active EE | $4,185 | $2,977+40.6% | $4,628-9.6% | $2,111+98.3% |
| Participant deferral / active EE | $10,164 | $5,423+87.4% | $6,426+58.2% | $3,350+203.4% |
| Admin fee / account holder | $41 | $554-92.5% | $9,284-99.6% | $521-92.1% |