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 | $69,331 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,525 | $47,722+177.7% | $82,719+60.2% | $64,808+104.5% |
| Participation rate | 85.3% | 67.6%+17.7pp | 72.6%+12.8pp | 71.5%+13.9pp |
| Annual return | -16.84% | -13.05%-3.8pp | 701.18%-718.0pp | 32.82%-49.7pp |
| Employer contribution / active EE | $5,653 | $2,179+159.4% | $3,009+87.9% | $2,506+125.6% |
| Participant deferral / active EE | $8,221 | $3,329+146.9% | $4,395+87.1% | $4,310+90.7% |
| Admin fee / account holder | $52 | $143-63.8% | $5,329-99.0% | $188-72.5% |