Filed November 17, 2017 (most recent of 4 filings on file)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,684 | $86,897+122.9% | $151,611+27.8% | $64,808+198.9% |
| Participation rate | 95.6% | 87.3%+8.4pp | 87.5%+8.1pp | 71.5%+24.2pp |
| Annual return | -14.23% | -3.57%-10.7pp | 3.33%-17.6pp | 32.82%-47.0pp |
| Employer contribution / active EE | $4,205 | $4,010+4.9% | $6,166-31.8% | $2,506+67.8% |
| Participant deferral / active EE | $7,223 | $6,690+8.0% | $8,363-13.6% | $4,310+67.6% |
| Admin fee / account holder | $195 | $153+27.2% | $11,616-98.3% | $188+3.6% |