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 | $116,597 |
IRA GROUP8 years Service code 27 · EIN 58-1989031 | Advisory (Plan) | $40,757 |
PLANTE & MORAN, PLLC8 years Service code 10 · EIN 38-1357951 | Accounting | $19,500 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $8,603 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,102 | $136,853-39.3% | $130,231-36.2% | $80,160+3.7% |
| Participation rate | 92.4% | 81.6%+10.8pp | 76.3%+16.1pp | 72.9%+19.5pp |
| Annual return | 23.35% | 22.66%+0.7pp | 38.77%-15.4pp | 40.38%-17.0pp |
| Employer contribution / active EE | $3,020 | $3,395-11.0% | $4,126-26.8% | $2,978+1.4% |
| Participant deferral / active EE | $5,268 | $5,856-10.0% | $6,799-22.5% | $5,017+5.0% |
| Admin fee / account holder | $57 | $184-69.1% | $6,020-99.1% | $145-60.8% |