Filed January 4, 2018
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 | $29,116 |
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 | $78,470 | $52,884+48.4% | $84,750-7.4% | $55,167+42.2% |
| Participation rate | 71.7% | 67.5%+4.2pp | 76.6%-4.9pp | 69.0%+2.7pp |
| Annual return | 5.47% | 18.03%-12.6pp | 22.78%-17.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,305 | $2,233-41.6% | $3,574-63.5% | $1,963-33.5% |
| Participant deferral / active EE | $3,028 | $2,644+14.5% | $3,712-18.4% | $3,054-0.8% |
| Admin fee / account holder | $135 | $581-76.8% | $5,332-97.5% | $504-73.2% |