Filed May 7, 2019
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 | $637 |
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 | $197,792 | $41,854+372.6% | $73,843+167.9% | $52,331+278.0% |
| Participation rate | 95.0% | 66.2%+28.7pp | 73.4%+21.5pp | 68.1%+26.9pp |
| Annual return | -0.32% | 2.11%-2.4pp | 2267.84%-2268.2pp | 4.54%-4.9pp |
| Employer contribution / active EE | $18,137 | $1,920+844.5% | $2,787+550.7% | $1,882+863.9% |
| Participant deferral / active EE | $10,433 | $2,498+317.6% | $3,583+191.2% | $3,022+245.2% |
| Admin fee / account holder | $3 | $493-99.4% | $4,880-99.9% | $592-99.5% |