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 | $195,461 | $129,021+51.5% | $184,203+6.1% | $77,643+151.7% |
| Participation rate | 96.9% | 87.3%+9.6pp | 86.8%+10.1pp | 70.6%+26.3pp |
| Annual return | 11.58% | 33.27%-21.7pp | 28.81%-17.2pp | 31.24%-19.7pp |
| Employer contribution / active EE | $4,606 | $4,413+4.4% | $6,427-28.3% | $2,726+69.0% |
| Participant deferral / active EE | $7,915 | $7,297+8.5% | $9,131-13.3% | $4,647+70.3% |
| Admin fee / account holder | $179 | $254-29.4% | $13,901-98.7% | $430-58.4% |