Filed September 15, 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 37 · EIN 04-2647786 | Loan Processing | $1,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,598 | $130,194+1.8% | $169,993-22.0% | $71,457+85.6% |
| Participation rate | 89.5% | 86.1%+3.4pp | 87.0%+2.5pp | 67.9%+21.6pp |
| Annual return | 23.54% | 20.37%+3.2pp | 53.37%-29.8pp | 28.85%-5.3pp |
| Employer contribution / active EE | $2,600 | $4,381-40.7% | $6,785-61.7% | $2,588+0.5% |
| Participant deferral / active EE | $7,113 | $6,923+2.7% | $10,408-31.7% | $4,289+65.9% |
| Admin fee / account holder | $12 | $966-98.8% | $12,815-99.9% | $1,587-99.2% |