Filed December 14, 2018
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 |
|---|---|---|
PROEQUITIES INC6+ years Service code 49 · EIN 63-0879387 | Other Services | $33,385 |
THE RETIREMENT ADVANTAGE INC6+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $18,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,633 | $52,293+103.9% | $178,490-40.3% | $73,409+45.3% |
| Participation rate | 71.8% | 65.3%+6.4pp | 81.9%-10.2pp | 72.2%-0.4pp |
| Annual return | 19.59% | 34.75%-15.2pp | 151.07%-131.5pp | 59.29%-39.7pp |
| Employer contribution / active EE | $2,421 | $1,735+39.5% | $5,011-51.7% | $2,234+8.4% |
| Participant deferral / active EE | $3,728 | $2,332+59.9% | $5,202-28.3% | $3,805-2.0% |
| Admin fee / account holder | $8 | $127-93.8% | $13,984-99.9% | $158-95.0% |