Filed November 20, 2019 (most recent of 2 filings on file)
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 | $1,606 |
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 | $67,861 | $130,194-47.9% | $169,993-60.1% | $71,457-5.0% |
| Participation rate | 81.7% | 86.1%-4.4pp | 87.0%-5.3pp | 67.9%+13.8pp |
| Annual return | 25.56% | 20.37%+5.2pp | 53.37%-27.8pp | 28.85%-3.3pp |
| Employer contribution / active EE | $2,175 | $4,381-50.4% | $6,785-68.0% | $2,588-16.0% |
| Participant deferral / active EE | $3,387 | $6,923-51.1% | $10,408-67.5% | $4,289-21.0% |
| Admin fee / account holder | $10 | $966-98.9% | $12,815-99.9% | $1,587-99.4% |