Filed November 29, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $28,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,536 | $37,117-23.1% | $147,614-80.7% | $55,191-48.3% |
| Participation rate | 49.2% | 63.6%-14.4pp | 84.6%-35.4pp | 69.2%-20.0pp |
| Annual return | 1.77% | 3.44%-1.7pp | 61.98%-60.2pp | 10.78%-9.0pp |
| Employer contribution / active EE | $687 | $1,620-57.6% | $5,564-87.6% | $1,899-63.8% |
| Participant deferral / active EE | $1,273 | $1,985-35.9% | $4,895-74.0% | $3,046-58.2% |
| Admin fee / account holder | $77 | $86-10.4% | $11,611-99.3% | $91-15.5% |