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 | $36,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,257 | $86,655+184.2% | $119,609+105.9% | $66,914+268.0% |
| Participation rate | 99.4% | 75.6%+23.8pp | 79.3%+20.1pp | 69.8%+29.5pp |
| Annual return | -17.16% | -8.00%-9.2pp | -14.97%-2.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $15,814 | $2,536+523.6% | $4,232+273.7% | $2,544+521.6% |
| Participant deferral / active EE | $9,851 | $4,358+126.0% | $5,602+75.8% | $4,237+132.5% |
| Admin fee / account holder | $163 | $755-78.4% | $10,323-98.4% | $593-72.6% |