Filed November 4, 2014
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 | $92,092 | $74,552+23.5% | $62,995+46.2% | $69,631+32.3% |
| Participation rate | 99.2% | 78.3%+21.0pp | 74.8%+24.4pp | 70.7%+28.5pp |
| Annual return | 12.61% | 15.77%-3.2pp | 87.57%-75.0pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $3,687 | $2,929+25.9% | $2,759+33.6% | $2,032+81.4% |
| Participant deferral / active EE | $4,220 | $2,974+41.9% | $3,329+26.8% | $3,224+30.9% |
| Admin fee / account holder | $0 | $59-99.6% | $3,600-100.0% | $110-99.8% |