Filed September 8, 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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,093 | $60,795-22.5% | $69,455-32.2% | $65,185-27.8% |
| Participation rate | 96.0% | 74.9%+21.1pp | 74.6%+21.4pp | 70.2%+25.8pp |
| Annual return | 5.59% | 17.46%-11.9pp | 28.97%-23.4pp | 29.38%-23.8pp |
| Employer contribution / active EE | $2,955 | $2,452+20.5% | $2,779+6.3% | $2,177+35.7% |
| Participant deferral / active EE | $2,955 | $3,162-6.6% | $3,535-16.4% | $3,514-15.9% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |