Filed May 2, 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 | -$6,830 |
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 | $184,907 | $66,180+179.4% | $118,746+55.7% | $62,292+196.8% |
| Participation rate | 96.0% | 71.3%+24.7pp | 78.3%+17.7pp | 69.5%+26.4pp |
| Annual return | 21.87% | 60.89%-39.0pp | 24.54%-2.7pp | 28.90%-7.0pp |
| Employer contribution / active EE | $13,620 | $3,183+327.9% | $4,193+224.9% | $2,042+566.9% |
| Participant deferral / active EE | $14,348 | $4,247+237.9% | $5,332+169.1% | $3,169+352.8% |
| Admin fee / account holder | -$28 | $753-103.7% | $10,720-100.3% | $479-105.8% |