Filed May 21, 2018
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 | $31,370 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,364 | $65,435+9.1% | $86,677-17.7% | $66,914+6.6% |
| Participation rate | 90.4% | 75.5%+14.9pp | 76.6%+13.8pp | 69.8%+20.6pp |
| Annual return | -14.32% | -10.89%-3.4pp | 35.91%-50.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $4,007 | $2,153+86.1% | $2,836+41.3% | $2,544+57.5% |
| Participant deferral / active EE | $8,546 | $4,100+108.4% | $4,656+83.6% | $4,237+101.7% |
| Admin fee / account holder | $280 | $642-56.3% | $7,493-96.3% | $593-52.8% |