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 | $32,924 |
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 | $129,828 | $44,221+193.6% | $121,196+7.1% | $56,287+130.7% |
| Participation rate | 92.1% | 61.1%+31.0pp | 71.7%+20.3pp | 69.9%+22.2pp |
| Annual return | -3.05% | -3.58%+0.5pp | 16.93%-20.0pp | -9.96%+6.9pp |
| Employer contribution / active EE | $3,554 | $1,480+140.1% | $4,022-11.6% | $2,111+68.3% |
| Participant deferral / active EE | $8,927 | $2,521+254.1% | $3,344+166.9% | $3,350+166.5% |
| Admin fee / account holder | $239 | $480-50.3% | $5,019-95.2% | $521-54.2% |