Filed June 29, 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 37 · EIN 04-2647786 | Loan Processing | $39,250 |
NFP RETIREMENT INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,978 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,330 | $49,808+37.2% | $95,745-28.6% | $74,419-8.2% |
| Participation rate | 96.4% | 66.6%+29.9pp | 72.3%+24.2pp | 70.7%+25.7pp |
| Annual return | 19.69% | 24.91%-5.2pp | 28.35%-8.7pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,029 | $1,639+23.8% | $2,835-28.4% | $2,637-23.1% |
| Participant deferral / active EE | $6,322 | $3,739+69.1% | $4,245+48.9% | $4,528+39.6% |
| Admin fee / account holder | $126 | $311-59.4% | $5,678-97.8% | $348-63.7% |