Filed July 28, 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 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 60 · EIN 04-2647786 | Sub-TA Fees | $7,936 |
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 | $352,842 | $43,133+718.0% | $89,391+294.7% | $73,488+380.1% |
| Participation rate | 99.1% | 55.0%+44.1pp | 68.0%+31.1pp | 70.7%+28.4pp |
| Annual return | 21.52% | 135.66%-114.1pp | 245.62%-224.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $19,059 | $1,438+1225.5% | $2,586+637.1% | $2,270+739.5% |
| Participant deferral / active EE | $16,588 | $2,445+578.6% | $3,890+326.4% | $3,740+343.6% |
| Admin fee / account holder | $62 | $444-85.9% | $4,881-98.7% | $513-87.8% |