Filed September 18, 2019 (most recent of 4 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 | -$93,612 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,728 | $67,598+204.3% | $75,886+171.1% | $77,787+164.5% |
| Participation rate | 98.8% | 69.6%+29.2pp | 69.3%+29.5pp | 73.2%+25.6pp |
| Annual return | 30.98% | 23.18%+7.8pp | 30.76%+0.2pp | 32.57%-1.6pp |
| Employer contribution / active EE | $10,904 | $2,430+348.8% | $2,500+336.1% | $2,504+335.4% |
| Participant deferral / active EE | $9,055 | $3,502+158.6% | $3,603+151.3% | $3,967+128.2% |
| Admin fee / account holder | -$28 | $96-128.7% | $5,418-100.5% | $100-127.6% |