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 | $15,027 |
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 | $32,684 | $58,879-44.5% | $178,490-81.7% | $73,488-55.5% |
| Participation rate | 98.9% | 66.2%+32.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 22.31% | 24.86%-2.6pp | 151.07%-128.8pp | 28.51%-6.2pp |
| Employer contribution / active EE | $932 | $2,236-58.3% | $5,011-81.4% | $2,270-58.9% |
| Participant deferral / active EE | $4,607 | $2,567+79.5% | $5,202-11.4% | $3,740+23.2% |
| Admin fee / account holder | $72 | $400-82.0% | $13,984-99.5% | $513-86.0% |