Filed December 1, 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 | $25,913 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,045 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,356 | $122,239+1.7% | $184,200-32.5% | $74,546+66.8% |
| Participation rate | 95.6% | 85.5%+10.1pp | 86.8%+8.8pp | 67.2%+28.4pp |
| Annual return | 24.15% | 19.95%+4.2pp | 28.80%-4.6pp | 1366.03%-1341.9pp |
| Employer contribution / active EE | $4,976 | $4,537+9.7% | $6,424-22.5% | $2,624+89.6% |
| Participant deferral / active EE | $9,464 | $7,139+32.6% | $9,132+3.6% | $4,347+117.7% |
| Admin fee / account holder | $267 | $1,260-78.8% | $13,907-98.1% | $1,944-86.3% |