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 | $20,934 |
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 | $279,896 | $49,693+463.2% | $70,515+296.9% | $74,419+276.1% |
| Participation rate | 99.7% | 64.7%+35.1pp | 68.3%+31.4pp | 70.7%+29.0pp |
| Annual return | 21.33% | 21.22%+0.1pp | 32.77%-11.4pp | 34.38%-13.0pp |
| Employer contribution / active EE | $13,465 | $1,773+659.3% | $2,973+352.8% | $2,637+410.5% |
| Participant deferral / active EE | $12,371 | $3,376+266.5% | $4,567+170.9% | $4,528+173.2% |
| Admin fee / account holder | $73 | $316-77.0% | $6,412-98.9% | $348-79.1% |