Filed June 12, 2015
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 |
|---|---|---|
PROEQUITIES INC1 year Service code 55 · EIN 63-0879387 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,169 | $55,453-83.5% | $170,442-94.6% | $62,292-85.3% |
| Participation rate | 48.4% | 66.4%-18.0pp | 83.6%-35.2pp | 69.5%-21.1pp |
| Annual return | 15.96% | 21.38%-5.4pp | 205.93%-190.0pp | 28.90%-12.9pp |
| Employer contribution / active EE | $156 | $2,164-92.8% | $5,433-97.1% | $2,042-92.3% |
| Participant deferral / active EE | $777 | $2,303-66.2% | $4,939-84.3% | $3,169-75.5% |
| Admin fee / account holder | $14 | $455-96.8% | $13,880-99.9% | $479-97.0% |