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 37 · EIN 04-2647786 | Loan Processing | $67,918 |
Service code 16 · EIN 47-1411118 | Consulting | $59,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,157 | $52,208+189.5% | $86,612+74.5% | $74,419+103.1% |
| Participation rate | 85.5% | 66.3%+19.2pp | 71.7%+13.8pp | 70.7%+14.7pp |
| Annual return | 18.89% | 44.46%-25.6pp | 591.07%-572.2pp | 34.38%-15.5pp |
| Employer contribution / active EE | $5,599 | $2,282+145.4% | $3,022+85.3% | $2,637+112.3% |
| Participant deferral / active EE | $8,027 | $3,383+137.3% | $4,438+80.9% | $4,528+77.3% |
| Admin fee / account holder | $178 | $319-44.2% | $5,614-96.8% | $348-48.8% |