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 | $22,244 |
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 | $130,489 | $411,933-68.3% | $130,648-0.1% | - |
| Participation rate | 92.9% | 58.7%+34.3pp | 71.7%+21.2pp | - |
| Annual return | 22.27% | 4.27%+18.0pp | 1708.96%-1686.7pp | - |
| Employer contribution / active EE | $3,724 | $1,020+265.1% | $4,092-9.0% | - |
| Participant deferral / active EE | $9,464 | $2,902+226.1% | $3,603+162.7% | - |
| Admin fee / account holder | $154 | $16,936-99.1% | $5,464-97.2% | - |