Filed March 18, 2016
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 | $232,821 | $54,726+325.4% | $68,793+238.4% | $64,186+262.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -0.13% | -1.62%+1.5pp | -4.63%+4.5pp | 7.63%-7.8pp |
| Employer contribution / active EE | $26,713 | $1,846+1347.0% | $2,625+917.6% | $2,381+1022.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $17 | $4,027-99.6% | $5,131-99.7% | $4,888-99.6% |