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 10 · EIN 68-0251243 | Accounting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,019 |
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 | $80,262 | $80,753-0.6% | $136,294-41.1% | $62,292+28.8% |
| Participation rate | 86.6% | 73.5%+13.1pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 19.81% | 35.83%-16.0pp | 5155.94%-5136.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,805 | $5,164+51.1% | $6,247+24.9% | $3,169+146.3% |
| Admin fee / account holder | $43 | $525-91.8% | $9,243-99.5% | $479-91.1% |