Filed August 17, 2017
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,833 | $130,194+103.4% | $169,993+55.8% | $71,457+270.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 18.09% | 20.37%-2.3pp | 53.37%-35.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $5,891 | $4,381+34.5% | $6,785-13.2% | $2,588+127.7% |
| Participant deferral / active EE | $9,313 | $6,923+34.5% | $10,408-10.5% | $4,289+117.1% |
| Admin fee / account holder | $279 | $966-71.1% | $12,815-97.8% | $1,587-82.4% |