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 | $123,520 | $55,002+124.6% | $59,878+106.3% | $56,287+119.4% |
| Participation rate | 61.5% | 75.9%-14.4pp | 74.7%-13.2pp | 69.9%-8.3pp |
| Annual return | -2.85% | 1.13%-4.0pp | 3.46%-6.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $4,974 | $2,448+103.2% | $2,722+82.7% | $2,111+135.6% |
| Participant deferral / active EE | $5,472 | $3,121+75.3% | $3,402+60.8% | $3,350+63.3% |
| Admin fee / account holder | $72 | $236-69.3% | $3,590-98.0% | $521-86.1% |