Filed September 23, 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 27 · EIN 35-2552359 | Advisory (Plan) | $43,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,946 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $112,673 | $111,608+1.0% | $177,821-36.6% | $73,409+53.5% |
| Participation rate | 93.3% | 87.9%+5.5pp | 87.7%+5.6pp | 72.2%+21.2pp |
| Annual return | 22.12% | 18.23%+3.9pp | 48.32%-26.2pp | 59.29%-37.2pp |
| Employer contribution / active EE | $897 | $3,796-76.4% | $5,918-84.9% | $2,234-59.9% |
| Participant deferral / active EE | $9,021 | $6,199+45.5% | $7,714+16.9% | $3,805+137.1% |
| Admin fee / account holder | $82 | $166-50.6% | $12,427-99.3% | $158-48.2% |