Filed April 18, 2019
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 | $188,675 |
IRA GROUP9 years Service code 27 · EIN 58-1989031 | Advisory (Plan) | $39,596 |
PLANTE & MORAN, PLLC9 years Service code 10 · EIN 33-1498605 | Accounting | $21,500 |
SEYFARTH SHAW LLP4 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $7,348 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,982 | $148,970-24.8% | $136,007-17.7% | $199,593-43.9% |
| Participation rate | 91.4% | 79.4%+12.0pp | 76.5%+14.9pp | 72.0%+19.4pp |
| Annual return | 44.37% | 27.07%+17.3pp | 579.32%-534.9pp | 34.25%+10.1pp |
| Employer contribution / active EE | $2,908 | $3,561-18.4% | $4,217-31.0% | $3,034-4.2% |
| Participant deferral / active EE | $5,250 | $6,140-14.5% | $7,025-25.3% | $5,087+3.2% |
| Admin fee / account holder | $75 | $144-47.9% | $6,858-98.9% | $269-72.1% |