Filed January 16, 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 | $23,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,681 | $35,949+66.0% | $88,538-32.6% | $65,185-8.4% |
| Participation rate | 50.0% | 56.4%-6.4pp | 68.7%-18.7pp | 70.2%-20.2pp |
| Annual return | 22.82% | 47.52%-24.7pp | 43.64%-20.8pp | 29.38%-6.6pp |
| Employer contribution / active EE | $727 | $1,047-30.5% | $2,098-65.3% | $2,177-66.6% |
| Participant deferral / active EE | $2,451 | $1,870+31.1% | $2,914-15.9% | $3,514-30.2% |
| Admin fee / account holder | $172 | $496-65.3% | $4,310-96.0% | $847-79.7% |