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 | $600 |
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 | $220,022 | $43,423+406.7% | $78,689+179.6% | $55,167+298.8% |
| Participation rate | 97.4% | 68.0%+29.3pp | 73.6%+23.8pp | 69.0%+28.4pp |
| Annual return | 9.43% | 11.53%-2.1pp | 62.18%-52.7pp | 169.23%-159.8pp |
| Employer contribution / active EE | $19,048 | $1,997+853.9% | $2,851+568.2% | $1,963+870.6% |
| Participant deferral / active EE | $11,945 | $2,509+376.1% | $3,517+239.7% | $3,054+291.1% |
| Admin fee / account holder | $3 | $416-99.3% | $4,510-99.9% | $504-99.4% |