Filed August 8, 2016
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 | $16,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,765 | $66,124+79.6% | $90,404+31.4% | $73,488+61.6% |
| Participation rate | 96.7% | 69.7%+27.0pp | 72.7%+24.0pp | 70.7%+26.0pp |
| Annual return | 16.34% | 17.65%-1.3pp | 1293.02%-1276.7pp | 28.51%-12.2pp |
| Employer contribution / active EE | $10,550 | $2,346+349.6% | $3,262+223.4% | $2,270+364.7% |
| Participant deferral / active EE | $7,585 | $3,039+149.6% | $3,963+91.4% | $3,740+102.8% |
| Admin fee / account holder | $123 | $396-69.0% | $5,611-97.8% | $513-76.1% |