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 37 · EIN 04-2647786 | Loan Processing | $666 |
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 | $312,074 | $37,393+734.6% | $77,024+305.2% | $66,914+366.4% |
| Participation rate | 99.2% | 52.9%+46.4pp | 67.9%+31.3pp | 69.8%+29.4pp |
| Annual return | -16.08% | -3.29%-12.8pp | 42.32%-58.4pp | 1.58%-17.7pp |
| Employer contribution / active EE | $20,344 | $1,531+1228.9% | $2,812+623.4% | $2,544+699.6% |
| Participant deferral / active EE | $17,684 | $2,617+575.7% | $4,426+299.5% | $4,237+317.4% |
| Admin fee / account holder | $4 | $567-99.2% | $5,425-99.9% | $593-99.3% |