Filed October 10, 2017
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 9-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 | $42,695 |
MMA SECURITIES LLC3 years Service code 16 · EIN 22-3570392 | Consulting | $36,353 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,975 |
PLANTE & MORAN, PLLC1 year Service code 16 · EIN 38-1357951 | Consulting | $11,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,730 | $88,890+101.1% | $102,423+74.5% | $77,643+130.2% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 13.78% | 24.98%-11.2pp | 29.32%-15.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,584 | $2,698+32.9% | $3,023+18.6% | $2,726+31.5% |
| Participant deferral / active EE | $9,979 | $5,145+93.9% | $5,053+97.5% | $4,647+114.7% |
| Admin fee / account holder | $260 | $235+10.6% | $9,451-97.2% | $430-39.5% |