Filed November 21, 2018
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 8-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 25 · EIN 04-2647786 | Directed Trustee | $41,022 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,576 | $58,347+363.7% | $85,682+215.8% | $86,799+211.7% |
| Participation rate | 99.9% | 64.9%+35.0pp | 69.9%+30.0pp | 72.3%+27.6pp |
| Annual return | 16.84% | 18.43%-1.6pp | 21.49%-4.7pp | 97.91%-81.1pp |
| Employer contribution / active EE | $12,912 | $1,751+637.5% | $2,618+393.1% | $2,405+436.8% |
| Participant deferral / active EE | $11,698 | $3,065+281.6% | $3,923+198.2% | $4,131+183.2% |
| Admin fee / account holder | $73 | $147-50.4% | $6,873-98.9% | $170-56.9% |