Filed March 27, 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 8-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 | -$4,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,330 | $100,801-82.8% | $149,696-88.4% | $73,409-76.4% |
| Participation rate | 63.4% | 77.7%-14.2pp | 82.5%-19.0pp | 72.2%-8.7pp |
| Annual return | 17.58% | 265.34%-247.8pp | 276.60%-259.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $813 | $3,312-75.5% | $4,644-82.5% | $2,234-63.6% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | -$9 | $181-105.0% | $9,309-100.1% | $158-105.7% |