Filed June 3, 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.
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 | $123,290 | $51,769+138.2% | $57,343+115.0% | $52,331+135.6% |
| Participation rate | 17.0% | 75.2%-58.2pp | 75.1%-58.1pp | 68.1%-51.1pp |
| Annual return | 1.90% | 2.43%-0.5pp | 24.39%-22.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $4,774 | $2,335+104.4% | $2,689+77.6% | $1,882+153.7% |
| Participant deferral / active EE | $5,838 | $2,794+109.0% | $3,162+84.6% | $3,022+93.2% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |