Filed February 10, 2015
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 9-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 | $94,797 | $112,772-15.9% | $57,343+65.3% | $59,188+60.2% |
| Participation rate | 20.2% | 71.3%-51.2pp | 75.1%-54.9pp | 69.4%-49.3pp |
| Annual return | 3.30% | 0.85%+2.5pp | 24.39%-21.1pp | 5.51%-2.2pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,668 | $3,010-44.6% | $3,162-47.2% | $3,265-48.9% |
| Admin fee / account holder | $22 | $144-84.9% | $3,356-99.4% | $92-76.4% |