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 | -$11,670 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,200 | $106,087-26.3% | $86,677-9.8% | $78,044+0.2% |
| Participation rate | 73.1% | 89.6%-16.5pp | 76.6%-3.5pp | 74.4%-1.4pp |
| Annual return | -19.14% | -14.87%-4.3pp | 35.91%-55.1pp | 10.87%-30.0pp |
| Employer contribution / active EE | $2,463 | $4,110-40.1% | $2,836-13.2% | $3,125-21.2% |
| Participant deferral / active EE | $4,324 | $6,851-36.9% | $4,656-7.1% | $5,084-15.0% |
| Admin fee / account holder | -$3 | $81-103.3% | $7,493-100.0% | $79-103.4% |