Filed December 27, 2016
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 60 · EIN 04-2647786 | Sub-TA Fees | $31,508 |
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 | $94,046 | $58,879+59.7% | $178,490-47.3% | $73,488+28.0% |
| Participation rate | 93.2% | 66.2%+27.0pp | 81.9%+11.3pp | 70.7%+22.6pp |
| Annual return | 11.16% | 24.86%-13.7pp | 151.07%-139.9pp | 28.51%-17.4pp |
| Employer contribution / active EE | $2,380 | $2,236+6.4% | $5,011-52.5% | $2,270+4.8% |
| Participant deferral / active EE | $4,421 | $2,567+72.2% | $5,202-15.0% | $3,740+18.2% |
| Admin fee / account holder | $197 | $400-50.8% | $13,984-98.6% | $513-61.6% |