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 | $33,053 |
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 | $283,444 | $82,978+241.6% | $129,995+118.0% | $71,457+296.7% |
| Participation rate | 98.7% | 74.1%+24.6pp | 78.5%+20.2pp | 67.9%+30.8pp |
| Annual return | 19.13% | 20.60%-1.5pp | -137.18%+156.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $16,429 | $2,622+526.7% | $4,320+280.3% | $2,588+534.9% |
| Participant deferral / active EE | $10,058 | $4,432+127.0% | $5,820+72.8% | $4,289+134.5% |
| Admin fee / account holder | $148 | $1,729-91.5% | $10,614-98.6% | $1,587-90.7% |