Filed January 11, 2019
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 | -$45,341 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,108 | $168,231-10.2% | $67,834+122.8% | $63,975+136.2% |
| Participation rate | 97.8% | 66.8%+31.0pp | 68.8%+29.0pp | 71.1%+26.7pp |
| Annual return | 9.35% | 11.76%-2.4pp | 138.47%-129.1pp | 48.65%-39.3pp |
| Employer contribution / active EE | $7,798 | $1,907+308.9% | $2,403+224.5% | $2,182+257.4% |
| Participant deferral / active EE | $10,808 | $2,827+282.4% | $3,160+242.0% | $3,356+222.0% |
| Admin fee / account holder | $14 | $81-82.4% | $4,622-99.7% | $70-79.9% |