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 | $32,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,805 | $61,272+44.9% | $149,673-40.7% | $71,457+24.3% |
| Participation rate | 84.4% | 62.5%+21.9pp | 78.8%+5.6pp | 67.9%+16.5pp |
| Annual return | 15.36% | 35.85%-20.5pp | 134.42%-119.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,927 | $2,378-19.0% | $4,818-60.0% | $2,588-25.5% |
| Participant deferral / active EE | $3,851 | $2,917+32.0% | $5,680-32.2% | $4,289-10.2% |
| Admin fee / account holder | $188 | $1,261-85.1% | $13,210-98.6% | $1,587-88.2% |