Filed February 5, 2018
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 |
|---|---|---|
Filed as: PORTFOLIO EVALUATION INC Service code 16 · EIN 22-3189064 | Consulting | $13,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$184,278 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,613 | $71,142+144.0% | $119,609+45.2% | $64,808+167.9% |
| Participation rate | 94.0% | 78.6%+15.4pp | 79.3%+14.8pp | 71.5%+22.5pp |
| Annual return | -19.35% | -10.01%-9.3pp | -14.97%-4.4pp | 32.82%-52.2pp |
| Employer contribution / active EE | $5,461 | $2,497+118.7% | $4,232+29.0% | $2,506+117.9% |
| Participant deferral / active EE | $13,497 | $4,490+200.6% | $5,602+140.9% | $4,310+213.1% |
| Admin fee / account holder | -$207 | $162-227.8% | $10,323-102.0% | $188-210.3% |