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 | $22,236 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $11,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,364 | $63,745+93.5% | $98,442+25.3% | $79,386+55.4% |
| Participation rate | 96.0% | 69.9%+26.2pp | 73.3%+22.7pp | 70.7%+25.3pp |
| Annual return | 16.94% | 625.80%-608.9pp | 1492.73%-1475.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $7,045 | $2,557+175.5% | $2,960+138.0% | $2,427+190.2% |
| Participant deferral / active EE | $8,030 | $3,303+143.1% | $4,276+87.8% | $4,046+98.5% |
| Admin fee / account holder | $208 | $516-59.7% | $5,949-96.5% | $626-66.8% |