Filed September 13, 2017
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 | $10,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,882 | $56,485+29.0% | $185,823-60.8% | $86,799-16.0% |
| Participation rate | 79.9% | 65.5%+14.5pp | 81.7%-1.8pp | 72.3%+7.7pp |
| Annual return | 13.44% | 118.04%-104.6pp | 122.05%-108.6pp | 97.91%-84.5pp |
| Employer contribution / active EE | $2,409 | $1,843+30.7% | $5,167-53.4% | $2,405+0.1% |
| Participant deferral / active EE | $3,014 | $2,553+18.0% | $5,568-45.9% | $4,131-27.0% |
| Admin fee / account holder | $49 | $150-67.2% | $16,237-99.7% | $170-71.1% |