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 | -$563 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $356,704 | $44,960+693.4% | $84,966+319.8% | $74,495+378.8% |
| Participation rate | 99.1% | 49.4%+49.7pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | 10.04% | 26.24%-16.2pp | 66.38%-56.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $23,557 | $1,457+1516.6% | $2,727+763.8% | $2,623+798.1% |
| Participant deferral / active EE | $21,821 | $2,731+699.1% | $4,519+382.8% | $4,346+402.1% |
| Admin fee / account holder | -$4 | $2,209-100.2% | $6,149-100.1% | $1,942-100.2% |