Filed April 18, 2019
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 6-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 | $63,453 |
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 | $54,528 | $101,523-46.3% | $141,162-61.4% | $77,787-29.9% |
| Participation rate | 93.2% | 77.4%+15.9pp | 82.5%+10.8pp | 73.2%+20.0pp |
| Annual return | 25.38% | 56.22%-30.8pp | 71.39%-46.0pp | 32.57%-7.2pp |
| Employer contribution / active EE | $2,432 | $3,341-27.2% | $4,735-48.6% | $2,504-2.9% |
| Participant deferral / active EE | $4,194 | $6,434-34.8% | $6,709-37.5% | $3,967+5.7% |
| Admin fee / account holder | $15 | $92-83.6% | $10,261-99.9% | $100-85.0% |