Filed December 27, 2016
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 60 · EIN 04-2647786 | Sub-TA Fees | $35,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,176 | $65,061+30.9% | $143,757-40.8% | $66,914+27.3% |
| Participation rate | 92.9% | 65.2%+27.7pp | 80.3%+12.6pp | 69.8%+23.1pp |
| Annual return | -15.67% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,502 | $2,361+6.0% | $4,951-49.5% | $2,544-1.7% |
| Participant deferral / active EE | $4,542 | $2,919+55.6% | $5,637-19.4% | $4,237+7.2% |
| Admin fee / account holder | $216 | $502-57.1% | $14,673-98.5% | $593-63.7% |