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 | $28,052 |
Service code 27 · EIN 87-4130828 | 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 | $80,026 | $51,315+56.0% | $95,745-16.4% | $71,457+12.0% |
| Participation rate | 97.2% | 63.0%+34.2pp | 72.3%+25.0pp | 67.9%+29.3pp |
| Annual return | 17.59% | 25.26%-7.7pp | 28.35%-10.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,475 | $1,819-18.9% | $2,835-48.0% | $2,588-43.0% |
| Participant deferral / active EE | $6,954 | $3,358+107.1% | $4,245+63.8% | $4,289+62.1% |
| Admin fee / account holder | $237 | $1,137-79.1% | $5,678-95.8% | $1,587-85.1% |