Filed February 10, 2017
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 | $45,805 |
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 | $194,952 | $54,590+257.1% | $81,930+138.0% | $73,488+165.3% |
| Participation rate | 82.5% | 68.3%+14.2pp | 72.0%+10.5pp | 70.7%+11.9pp |
| Annual return | 28.27% | 17.74%+10.5pp | 29.49%-1.2pp | 28.51%-0.2pp |
| Employer contribution / active EE | $2,440 | $1,636+49.1% | $4,310-43.4% | $2,270+7.5% |
| Participant deferral / active EE | $7,738 | $2,759+180.5% | $7,107+8.9% | $3,740+106.9% |
| Admin fee / account holder | $271 | $592-54.2% | $5,158-94.7% | $513-47.1% |