Filed August 2, 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 | $1,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,106 | $104,475+112.6% | $159,436+39.3% | $79,386+179.8% |
| Participation rate | 96.3% | 76.6%+19.7pp | 82.8%+13.5pp | 70.7%+25.6pp |
| Annual return | 17.31% | 67.95%-50.6pp | 263.57%-246.3pp | 116.85%-99.5pp |
| Employer contribution / active EE | $1,881 | $3,417-44.9% | $4,829-61.0% | $2,427-22.5% |
| Participant deferral / active EE | $9,113 | $6,467+40.9% | $7,352+23.9% | $4,046+125.2% |
| Admin fee / account holder | $13 | $711-98.2% | $10,799-99.9% | $626-98.0% |