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 | -$97,714 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,690 | $78,339+217.5% | $85,682+190.2% | $93,030+167.3% |
| Participation rate | 99.6% | 72.5%+27.1pp | 69.9%+29.7pp | 73.9%+25.7pp |
| Annual return | 26.62% | 21.17%+5.5pp | 21.49%+5.1pp | 158.70%-132.1pp |
| Employer contribution / active EE | $11,577 | $2,560+352.2% | $2,618+342.2% | $2,706+327.9% |
| Participant deferral / active EE | $9,550 | $3,882+146.0% | $3,923+143.5% | $4,562+109.3% |
| Admin fee / account holder | -$28 | $104-127.3% | $6,873-100.4% | $152-118.7% |