Filed June 4, 2020
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 | $44,647 |
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 | $50,355 | $66,601-24.4% | $92,893-45.8% | $67,579-25.5% |
| Participation rate | 77.4% | 72.5%+5.0pp | 76.0%+1.4pp | 71.3%+6.2pp |
| Annual return | 26.06% | 92.58%-66.5pp | 109.41%-83.4pp | 378.56%-352.5pp |
| Employer contribution / active EE | $2,656 | $2,775-4.3% | $3,653-27.3% | $2,148+23.7% |
| Participant deferral / active EE | $4,602 | $3,157+45.8% | $4,236+8.6% | $3,539+30.0% |
| Admin fee / account holder | $55 | $199-72.3% | $5,794-99.0% | $142-61.3% |