Filed February 25, 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 | $8,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,305 | $46,292-47.5% | $143,757-83.1% | $64,808-62.5% |
| Participation rate | 98.6% | 64.2%+34.3pp | 80.3%+18.3pp | 71.5%+27.1pp |
| Annual return | -16.98% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,558 | $1,910+33.9% | $4,951-48.3% | $2,506+2.1% |
| Participant deferral / active EE | $4,578 | $2,646+73.1% | $5,637-18.8% | $4,310+6.2% |
| Admin fee / account holder | $22 | $154-86.0% | $14,673-99.9% | $188-88.5% |