Filed June 4, 2020
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 | $90,206 |
Annual investment return 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 | $50,464 | $106,236-52.5% | $112,228-55.0% | $64,808-22.1% |
| Participation rate | 84.3% | 71.7%+12.6pp | 75.1%+9.2pp | 71.5%+12.8pp |
| Annual return | -18.71% | -6.02%-12.7pp | 27.45%-46.2pp | 32.82%-51.5pp |
| Employer contribution / active EE | $2,996 | $3,166-5.4% | $3,635-17.6% | $2,506+19.6% |
| Participant deferral / active EE | $5,671 | $3,785+49.8% | $4,728+20.0% | $4,310+31.6% |
| Admin fee / account holder | $79 | $452-82.6% | $6,410-98.8% | $188-58.2% |