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 | $18,490 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $12,180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,265 | $51,197+66.5% | $82,719+3.1% | $66,914+27.4% |
| Participation rate | 95.7% | 67.8%+27.9pp | 72.6%+23.2pp | 69.8%+25.9pp |
| Annual return | -16.66% | -9.64%-7.0pp | 701.18%-717.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $6,839 | $2,611+161.9% | $3,009+127.3% | $2,544+168.8% |
| Participant deferral / active EE | $7,766 | $3,458+124.6% | $4,395+76.7% | $4,237+83.3% |
| Admin fee / account holder | $164 | $416-60.6% | $5,329-96.9% | $593-72.4% |