Filed February 25, 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 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 | $27,466 |
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 | $27,475 | $52,953-48.1% | $172,739-84.1% | $65,185-57.9% |
| Participation rate | 98.8% | 66.2%+32.6pp | 82.6%+16.1pp | 70.2%+28.6pp |
| Annual return | 32.22% | 30.12%+2.1pp | 802.84%-770.6pp | 29.38%+2.8pp |
| Employer contribution / active EE | $2,376 | $2,190+8.5% | $5,143-53.8% | $2,177+9.1% |
| Participant deferral / active EE | $4,105 | $2,471+66.2% | $5,198-21.0% | $3,514+16.8% |
| Admin fee / account holder | $173 | $472-63.3% | $13,954-98.8% | $847-79.5% |