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 | -$189,311 |
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 | $214,191 | $188,991+13.3% | $103,476+107.0% | $199,593+7.3% |
| Participation rate | 99.2% | 93.2%+6.0pp | 80.5%+18.6pp | 72.0%+27.2pp |
| Annual return | 17.79% | 15.75%+2.0pp | 23.90%-6.1pp | 34.25%-16.5pp |
| Employer contribution / active EE | $7,880 | $6,583+19.7% | $4,672+68.7% | $3,034+159.7% |
| Participant deferral / active EE | $7,181 | $10,334-30.5% | $6,623+8.4% | $5,087+41.2% |
| Admin fee / account holder | $0 | $114-100.0% | $9,413-100.0% | $269-100.0% |