Filed June 13, 2017
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 | $115,419 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,210 | $153,281-5.9% | $93,789+53.8% | $77,904+85.1% |
| Participation rate | 93.1% | 92.2%+0.9pp | 81.0%+12.1pp | 73.7%+19.4pp |
| Annual return | -14.76% | -5.55%-9.2pp | -11.33%-3.4pp | 12.21%-27.0pp |
| Employer contribution / active EE | $4,057 | $5,690-28.7% | $4,323-6.1% | $2,848+42.5% |
| Participant deferral / active EE | $9,444 | $9,364+0.9% | $6,094+55.0% | $4,806+96.5% |
| Admin fee / account holder | $84 | $114-26.6% | $7,195-98.8% | $133-36.8% |