Filed April 4, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,700 | $46,173-33.5% | $170,442-82.0% | $69,631-55.9% |
| Participation rate | 41.5% | 63.9%-22.4pp | 83.6%-42.1pp | 70.7%-29.2pp |
| Annual return | 17.71% | 21.62%-3.9pp | 205.93%-188.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $493 | $1,610-69.4% | $5,433-90.9% | $2,032-75.7% |
| Participant deferral / active EE | $970 | $2,080-53.4% | $4,939-80.4% | $3,224-69.9% |
| Admin fee / account holder | $119 | $116+2.9% | $13,880-99.1% | $110+8.0% |