Filed March 20, 2018
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $572,544 | $90,600+531.9% | $79,464+620.5% | $135,375+322.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 31.30% | 977.43%-946.1pp | 718.14%-686.8pp | 519.73%-488.4pp |
| Employer contribution / active EE | $24,907 | $3,068+711.9% | $2,800+789.4% | $4,779+421.2% |
| Participant deferral / active EE | $8,167 | $4,050+101.6% | $3,704+120.5% | $5,609+45.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |