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 | $22,034 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,948 | $48,335+204.0% | $121,098+21.3% | $71,457+105.6% |
| Participation rate | 89.5% | 54.3%+35.3pp | 69.5%+20.0pp | 67.9%+21.6pp |
| Annual return | 23.14% | 23.32%-0.2pp | 985.75%-962.6pp | 28.85%-5.7pp |
| Employer contribution / active EE | $5,121 | $1,489+243.9% | $4,164+23.0% | $2,588+97.9% |
| Participant deferral / active EE | $10,396 | $2,754+277.5% | $4,080+154.8% | $4,289+142.4% |
| Admin fee / account holder | $157 | $1,841-91.5% | $5,644-97.2% | $1,587-90.1% |