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 | $14,812 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $6,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,939 | $58,264+66.4% | $86,612+11.9% | $71,457+35.7% |
| Participation rate | 97.7% | 65.0%+32.7pp | 71.7%+26.0pp | 67.9%+29.8pp |
| Annual return | 17.41% | 21.63%-4.2pp | 591.07%-573.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $8,208 | $2,574+218.9% | $3,022+171.6% | $2,588+217.2% |
| Participant deferral / active EE | $9,185 | $3,436+167.3% | $4,438+107.0% | $4,289+114.2% |
| Admin fee / account holder | $122 | $1,057-88.5% | $5,614-97.8% | $1,587-92.3% |