Filed June 13, 2017
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 | $70,796 |
Annual investment return 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 | $125,258 | $174,559-28.2% | $105,387+18.9% | $67,579+85.4% |
| Participation rate | 87.5% | 88.2%-0.7pp | 82.6%+4.9pp | 71.3%+16.2pp |
| Annual return | 18.18% | 23.63%-5.4pp | 26.82%-8.6pp | 378.56%-360.4pp |
| Employer contribution / active EE | $2,571 | $4,874-47.3% | $4,213-39.0% | $2,148+19.7% |
| Participant deferral / active EE | $6,183 | $7,563-18.2% | $5,502+12.4% | $3,539+74.7% |
| Admin fee / account holder | $94 | $270-65.1% | $6,559-98.6% | $142-33.7% |