Filed October 28, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,705 | $49,227+17.2% | $70,449-18.1% | $79,858-27.7% |
| Participation rate | 63.2% | 69.2%-6.0pp | 75.1%-11.9pp | 69.6%-6.5pp |
| Annual return | 12.91% | 30.06%-17.2pp | 109.03%-96.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,303 | $2,099+9.7% | $2,737-15.8% | $2,471-6.8% |
| Participant deferral / active EE | $2,303 | $2,768-16.8% | $3,709-37.9% | $3,740-38.4% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |