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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,605 | $100,227+97.2% | $169,993+16.2% | $74,419+165.5% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.0%+9.2pp | 70.7%+25.5pp |
| Annual return | 15.42% | 66.08%-50.7pp | 53.37%-38.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $4,332 | $4,263+1.6% | $6,785-36.2% | $2,637+64.3% |
| Participant deferral / active EE | $7,357 | $7,143+3.0% | $10,408-29.3% | $4,528+62.5% |
| Admin fee / account holder | $169 | $234-28.1% | $12,815-98.7% | $348-51.5% |