Filed February 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.
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 | $110,693 | $57,976+90.9% | $62,995+75.7% | $62,292+77.7% |
| Participation rate | 96.2% | 75.9%+20.3pp | 74.8%+21.4pp | 69.5%+26.7pp |
| Annual return | 21.33% | 17.54%+3.8pp | 87.57%-66.2pp | 28.90%-7.6pp |
| Employer contribution / active EE | $8,902 | $2,415+268.7% | $2,759+222.7% | $2,042+335.9% |
| Participant deferral / active EE | $2,732 | $2,956-7.6% | $3,329-17.9% | $3,169-13.8% |
| Admin fee / account holder | $20 | $276-92.8% | $3,600-99.4% | $479-95.9% |