Filed November 27, 2019 (most recent of 7 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 | -$281,459 |
Participant contribution per participant 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 | $84,806 | $110,699-23.4% | $177,821-52.3% | $90,288-6.1% |
| Participation rate | 96.9% | 88.3%+8.5pp | 87.7%+9.1pp | 73.4%+23.5pp |
| Annual return | 17.76% | 22.79%-5.0pp | 48.32%-30.6pp | 53.97%-36.2pp |
| Employer contribution / active EE | $4,749 | $4,118+15.3% | $5,918-19.8% | $2,524+88.1% |
| Participant deferral / active EE | $4,058 | $6,731-39.7% | $7,714-47.4% | $4,232-4.1% |
| Admin fee / account holder | -$119 | $90-232.6% | $12,427-101.0% | $114-204.6% |