Filed March 23, 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 26 · EIN 71-0294708 | Advisory (Participants) | $10,941 |
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 | $96,461 | $43,411+122.2% | $94,993+1.5% | $69,631+38.5% |
| Participation rate | 77.2% | 64.4%+12.8pp | 73.9%+3.4pp | 70.7%+6.6pp |
| Annual return | 18.72% | 22.54%-3.8pp | 27.12%-8.4pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $2,501 | $1,202+108.1% | $2,603-3.9% | $2,032+23.1% |
| Participant deferral / active EE | $7,246 | $2,384+203.9% | $3,317+118.4% | $3,224+124.8% |
| Admin fee / account holder | $34 | $87-61.6% | $4,960-99.3% | $110-69.6% |