Filed March 5, 2019
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 | $17,906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,174 | $85,135+34.1% | $98,907+15.4% | $73,409+55.5% |
| Participation rate | 98.0% | 81.1%+16.8pp | 76.0%+22.0pp | 72.2%+25.8pp |
| Annual return | 13.58% | 19.14%-5.6pp | 196.43%-182.8pp | 59.29%-45.7pp |
| Employer contribution / active EE | $4,392 | $2,721+61.4% | $2,689+63.4% | $2,234+96.7% |
| Participant deferral / active EE | $6,547 | $4,349+50.5% | $4,244+54.3% | $3,805+72.1% |
| Admin fee / account holder | $32 | $139-77.3% | $6,642-99.5% | $158-80.0% |