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 | $30,923 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,873 | $28,601+74.4% | $71,735-30.5% | $66,914-25.5% |
| Participation rate | 73.4% | 56.7%+16.8pp | 62.3%+11.1pp | 69.8%+3.6pp |
| Annual return | -17.01% | -10.90%-6.1pp | 9.14%-26.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,043 | $1,104-5.5% | $1,704-38.8% | $2,544-59.0% |
| Participant deferral / active EE | $3,911 | $1,912+104.6% | $2,658+47.2% | $4,237-7.7% |
| Admin fee / account holder | $195 | $506-61.5% | $3,974-95.1% | $593-67.1% |