Filed September 13, 2020
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 | $30,780 |
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 | $141,393 | $63,156+123.9% | $122,332+15.6% | $62,292+127.0% |
| Participation rate | 91.2% | 60.0%+31.2pp | 71.6%+19.5pp | 69.5%+21.7pp |
| Annual return | 18.57% | 20.61%-2.0pp | 30.27%-11.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $3,375 | $1,385+143.7% | $4,050-16.7% | $2,042+65.3% |
| Participant deferral / active EE | $8,383 | $2,321+261.2% | $3,287+155.0% | $3,169+164.5% |
| Admin fee / account holder | $225 | $440-48.9% | $5,478-95.9% | $479-53.1% |