Filed March 10, 2015
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 | $1,300 |
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 | $95,834 | $75,183+27.5% | $123,892-22.6% | $55,167+73.7% |
| Participation rate | 96.6% | 72.8%+23.8pp | 81.4%+15.2pp | 69.0%+27.7pp |
| Annual return | 7.20% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,722 | $2,823-39.0% | $4,617-62.7% | $1,963-12.3% |
| Participant deferral / active EE | $8,249 | $5,084+62.2% | $5,984+37.8% | $3,054+170.1% |
| Admin fee / account holder | $23 | $663-96.6% | $8,357-99.7% | $504-95.5% |