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 | -$98,948 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,470 | $167,950+13.4% | $112,887+68.7% | $80,160+137.6% |
| Participation rate | 99.3% | 94.5%+4.8pp | 80.5%+18.8pp | 72.9%+26.4pp |
| Annual return | 14.59% | 18.78%-4.2pp | 34.10%-19.5pp | 40.38%-25.8pp |
| Employer contribution / active EE | $7,988 | $6,272+27.4% | $4,563+75.0% | $2,978+168.2% |
| Participant deferral / active EE | $6,766 | $9,857-31.4% | $6,513+3.9% | $5,017+34.9% |
| Admin fee / account holder | $0 | $104-100.0% | $7,047-100.0% | $145-100.0% |