Filed April 18, 2018
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.
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 | $86,772 | $52,467+65.4% | $57,179+51.8% | $55,167+57.3% |
| Participation rate | 77.0% | 75.8%+1.1pp | 75.3%+1.6pp | 69.0%+8.0pp |
| Annual return | 6.85% | 7.72%-0.9pp | 14.59%-7.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $3,570 | $2,477+44.1% | $2,682+33.1% | $1,963+81.9% |
| Participant deferral / active EE | $3,698 | $2,830+30.7% | $3,096+19.5% | $3,054+21.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |