Filed January 7, 2020
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 16 · EIN 47-1411118 | Consulting | $51,516 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,750 | $52,670+182.4% | $90,404+64.5% | $73,409+102.6% |
| Participation rate | 84.2% | 67.7%+16.5pp | 72.7%+11.5pp | 72.2%+12.0pp |
| Annual return | 15.15% | 20.70%-5.6pp | 1293.02%-1277.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $2,793 | $1,872+49.2% | $3,262-14.4% | $2,234+25.0% |
| Participant deferral / active EE | $8,272 | $2,807+194.7% | $3,963+108.7% | $3,805+117.4% |
| Admin fee / account holder | $16 | $117-86.1% | $5,611-99.7% | $158-89.7% |