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 | -$35,657 |
Annual investment return 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 | $203,275 | $74,462+173.0% | $81,983+147.9% | $90,288+125.1% |
| Participation rate | 99.4% | 69.7%+29.7pp | 69.2%+30.1pp | 73.4%+26.0pp |
| Annual return | 0.67% | 17.56%-16.9pp | 41.31%-40.6pp | 53.97%-53.3pp |
| Employer contribution / active EE | $9,405 | $2,334+302.9% | $2,498+276.5% | $2,524+272.6% |
| Participant deferral / active EE | $9,756 | $3,602+170.8% | $3,722+162.1% | $4,232+130.5% |
| Admin fee / account holder | -$10 | $98-110.5% | $5,664-100.2% | $114-109.0% |