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 | $83,446 |
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 | $116,552 | $160,088-27.2% | $112,977+3.2% | $73,409+58.8% |
| Participation rate | 89.9% | 90.7%-0.8pp | 82.6%+7.3pp | 72.2%+17.7pp |
| Annual return | 16.42% | 17.93%-1.5pp | 24.24%-7.8pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,517 | $5,200-51.6% | $4,255-40.8% | $2,234+12.7% |
| Participant deferral / active EE | $5,847 | $8,024-27.1% | $5,836+0.2% | $3,805+53.7% |
| Admin fee / account holder | $94 | $133-29.0% | $6,294-98.5% | $158-40.3% |