Filed October 26, 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 | -$673 |
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 | $72,810 | $59,535+22.3% | $90,160-19.2% | $62,292+16.9% |
| Participation rate | 89.1% | 73.0%+16.1pp | 76.9%+12.3pp | 69.5%+19.6pp |
| Annual return | 27.58% | 23.53%+4.1pp | 34.88%-7.3pp | 28.90%-1.3pp |
| Employer contribution / active EE | $3,884 | $1,826+112.8% | $3,318+17.1% | $2,042+90.2% |
| Participant deferral / active EE | $10,112 | $4,639+118.0% | $5,288+91.2% | $3,169+219.1% |
| Admin fee / account holder | $5 | $337-98.4% | $5,943-99.9% | $479-98.9% |