Filed March 7, 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 | $87,380 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $16,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,815 | $99,062-40.6% | $129,207-54.5% | $99,062-40.6% |
| Participation rate | 80.3% | 71.6%+8.7pp | 69.6%+10.7pp | 71.6%+8.7pp |
| Annual return | 15.21% | 17.66%-2.4pp | 9417.33%-9402.1pp | 17.66%-2.4pp |
| Employer contribution / active EE | $2,679 | $3,262-17.9% | $4,153-35.5% | $3,262-17.9% |
| Participant deferral / active EE | $3,878 | $5,331-27.3% | $4,168-6.9% | $5,331-27.3% |
| Admin fee / account holder | $14 | $109-87.1% | $7,715-99.8% | $109-87.1% |