Filed December 13, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,741 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,612 | $93,182+219.4% | $146,665+102.9% | $79,386+274.9% |
| Participation rate | 99.3% | 76.4%+22.9pp | 80.1%+19.3pp | 70.7%+28.6pp |
| Annual return | 15.44% | 21.61%-6.2pp | 22.74%-7.3pp | 116.85%-101.4pp |
| Employer contribution / active EE | $16,930 | $2,420+599.7% | $4,136+309.3% | $2,427+597.4% |
| Participant deferral / active EE | $9,311 | $4,169+123.3% | $5,506+69.1% | $4,046+130.2% |
| Admin fee / account holder | $159 | $585-72.8% | $10,280-98.4% | $626-74.6% |