Filed April 16, 2018 (most recent of 3 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.
Employer contribution per participant 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 | $142,133 | $84,487+68.2% | $125,339+13.4% | $66,914+112.4% |
| Participation rate | 83.3% | 76.4%+6.9pp | 82.4%+1.0pp | 69.8%+13.5pp |
| Annual return | 6.03% | -8.39%+14.4pp | 572.05%-566.0pp | 1.58%+4.5pp |
| Employer contribution / active EE | $538 | $3,553-84.9% | $4,814-88.8% | $2,544-78.9% |
| Participant deferral / active EE | $10,813 | $6,781+59.5% | $7,446+45.2% | $4,237+155.2% |
| Admin fee / account holder | $11 | $685-98.4% | $10,010-99.9% | $593-98.2% |