Filed January 20, 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 19 · EIN 51-0396365 | Securities Custodian | $36,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,344 | $58,879-40.0% | $178,490-80.2% | $73,488-51.9% |
| Participation rate | 60.5% | 66.2%-5.7pp | 81.9%-21.4pp | 70.7%-10.2pp |
| Annual return | 13.80% | 24.86%-11.1pp | 151.07%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,954 | $2,236-12.6% | $5,011-61.0% | $2,270-13.9% |
| Participant deferral / active EE | $3,343 | $2,567+30.2% | $5,202-35.7% | $3,740-10.6% |
| Admin fee / account holder | $93 | $400-76.7% | $13,984-99.3% | $513-81.9% |