Filed May 9, 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 | -$8,862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,202 | $159,391-36.5% | $102,423-1.2% | $99,062+2.2% |
| Participation rate | 71.7% | 88.6%-16.9pp | 76.5%-4.8pp | 71.6%+0.1pp |
| Annual return | 17.25% | 19.03%-1.8pp | 29.32%-12.1pp | 17.66%-0.4pp |
| Employer contribution / active EE | $2,387 | $4,207-43.3% | $3,023-21.1% | $3,262-26.8% |
| Participant deferral / active EE | $4,207 | $7,498-43.9% | $5,053-16.7% | $5,331-21.1% |
| Admin fee / account holder | -$2 | $159-101.1% | $9,451-100.0% | $109-101.6% |