Filed February 12, 2020 (most recent of 2 filings on file)
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 27 · EIN 47-1411118 | Advisory (Plan) | $20,303 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,598 | $130,194-59.6% | $169,993-69.1% | $71,457-26.4% |
| Participation rate | 97.8% | 86.1%+11.7pp | 87.0%+10.8pp | 67.9%+29.9pp |
| Annual return | 19.77% | 20.37%-0.6pp | 53.37%-33.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,849 | $4,381-35.0% | $6,785-58.0% | $2,588+10.1% |
| Participant deferral / active EE | $4,615 | $6,923-33.3% | $10,408-55.7% | $4,289+7.6% |
| Admin fee / account holder | $81 | $966-91.6% | $12,815-99.4% | $1,587-94.9% |