Filed March 5, 2020
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 | $28,078 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,386 | $60,488+37.9% | $109,895-24.1% | $79,386+5.0% |
| Participation rate | 96.2% | 67.0%+29.1pp | 74.2%+22.0pp | 70.7%+25.5pp |
| Annual return | 16.04% | 189.57%-173.5pp | 29.45%-13.4pp | 116.85%-100.8pp |
| Employer contribution / active EE | $1,376 | $1,649-16.6% | $2,842-51.6% | $2,427-43.3% |
| Participant deferral / active EE | $5,563 | $3,220+72.7% | $4,048+37.4% | $4,046+37.5% |
| Admin fee / account holder | $230 | $605-61.9% | $6,066-96.2% | $626-63.2% |