Filed January 16, 2017
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 | $31,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,933 | $39,195+52.9% | $98,755-39.3% | $79,386-24.5% |
| Participation rate | 71.4% | 59.8%+11.7pp | 65.7%+5.7pp | 70.7%+0.7pp |
| Annual return | 13.92% | 19.95%-6.0pp | 49.91%-36.0pp | 116.85%-102.9pp |
| Employer contribution / active EE | $949 | $1,334-28.9% | $2,067-54.1% | $2,427-60.9% |
| Participant deferral / active EE | $3,751 | $2,333+60.8% | $3,035+23.6% | $4,046-7.3% |
| Admin fee / account holder | $184 | $365-49.6% | $4,076-95.5% | $626-70.7% |