Filed September 13, 2017
Total covered: 78 employees
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 | -$77,554 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,909 | $153,281+15.4% | $93,789+88.6% | $77,904+127.1% |
| Participation rate | 99.0% | 92.2%+6.7pp | 81.0%+18.0pp | 73.7%+25.3pp |
| Annual return | -9.98% | -5.55%-4.4pp | -11.33%+1.3pp | 12.21%-22.2pp |
| Employer contribution / active EE | $7,554 | $5,690+32.8% | $4,323+74.8% | $2,848+165.3% |
| Participant deferral / active EE | $6,586 | $9,364-29.7% | $6,094+8.1% | $4,806+37.0% |
| Admin fee / account holder | $0 | $114-100.0% | $7,195-100.0% | $133-100.0% |