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 | -$3,078 |
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 | $327,272 | $41,078+696.7% | $80,569+306.2% | $71,457+358.0% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 18.36% | 38.45%-20.1pp | 935.43%-917.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $23,389 | $1,506+1453.5% | $2,723+758.8% | $2,588+803.9% |
| Participant deferral / active EE | $20,748 | $2,699+668.7% | $4,447+366.5% | $4,289+383.8% |
| Admin fee / account holder | -$20 | $1,840-101.1% | $5,377-100.4% | $1,587-101.3% |