Filed March 29, 2017
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 | $1,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,896 | $70,002+19.8% | $115,037-27.1% | $52,331+60.3% |
| Participation rate | 84.7% | 72.1%+12.6pp | 81.4%+3.3pp | 68.1%+16.6pp |
| Annual return | 4.79% | 4.04%+0.7pp | 26.14%-21.4pp | 4.54%+0.2pp |
| Employer contribution / active EE | $20 | $2,715-99.3% | $4,608-99.6% | $1,882-98.9% |
| Participant deferral / active EE | $8,005 | $4,920+62.7% | $6,026+32.8% | $3,022+164.9% |
| Admin fee / account holder | $13 | $566-97.6% | $8,175-99.8% | $592-97.7% |