Filed June 27, 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 | $2,815 |
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 | $66,338 | $60,165+10.3% | $74,183-10.6% | $55,167+20.2% |
| Participation rate | 93.9% | 74.2%+19.7pp | 76.6%+17.3pp | 69.0%+24.9pp |
| Annual return | 7.21% | 10.00%-2.8pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,146 | $1,600-28.4% | $2,370-51.6% | $1,963-41.6% |
| Participant deferral / active EE | $3,167 | $2,973+6.5% | $3,550-10.8% | $3,054+3.7% |
| Admin fee / account holder | $12 | $419-97.3% | $5,586-99.8% | $504-97.7% |