Filed August 2, 2019
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 | $1,472 |
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 | $222,606 | $89,652+148.3% | $141,162+57.7% | $65,185+241.5% |
| Participation rate | 94.5% | 74.7%+19.8pp | 82.5%+12.0pp | 70.2%+24.3pp |
| Annual return | 25.84% | 32.79%-7.0pp | 71.39%-45.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,457 | $5,691+66.2% | $6,709+41.0% | $3,514+169.1% |
| Admin fee / account holder | $21 | $569-96.2% | $10,261-99.8% | $847-97.5% |