Filed June 24, 2015 (most recent of 2 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,726 | $79,523+16.6% | $140,016-33.8% | $56,287+64.7% |
| Participation rate | 93.6% | 85.7%+7.9pp | 87.5%+6.1pp | 69.9%+23.7pp |
| Annual return | -9.22% | 2.39%-11.6pp | 651.12%-660.3pp | -9.96%+0.7pp |
| Employer contribution / active EE | $3,796 | $3,350+13.3% | $5,606-32.3% | $2,111+79.8% |
| Participant deferral / active EE | $5,368 | $5,129+4.7% | $6,927-22.5% | $3,350+60.3% |
| Admin fee / account holder | $1 | $614-99.8% | $10,705-100.0% | $521-99.7% |