Filed September 15, 2016
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 | $1,300 |
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 | $125,339 | $136,307-8.0% | $177,821-29.5% | $73,488+70.6% |
| Participation rate | 86.7% | 86.1%+0.6pp | 87.7%-1.0pp | 70.7%+16.0pp |
| Annual return | 22.97% | 18.68%+4.3pp | 48.32%-25.4pp | 28.51%-5.5pp |
| Employer contribution / active EE | $2,091 | $3,712-43.7% | $5,918-64.7% | $2,270-7.9% |
| Participant deferral / active EE | $5,256 | $5,829-9.8% | $7,714-31.9% | $3,740+40.6% |
| Admin fee / account holder | $10 | $596-98.3% | $12,427-99.9% | $513-98.1% |