Filed September 28, 2017 (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 37 · EIN 04-2647786 | Loan Processing | $3,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,531 | $76,050+66.4% | $96,544+31.1% | $71,457+77.1% |
| Participation rate | 93.2% | 74.4%+18.7pp | 76.0%+17.2pp | 67.9%+25.2pp |
| Annual return | 18.10% | 22.81%-4.7pp | 25.84%-7.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $5,323 | $2,244+137.2% | $2,965+79.5% | $2,588+105.7% |
| Participant deferral / active EE | $7,815 | $4,215+85.4% | $4,851+61.1% | $4,289+82.2% |
| Admin fee / account holder | $11 | $2,707-99.6% | $8,252-99.9% | $1,587-99.3% |