Filed February 23, 2015
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,562 | $39,898-58.5% | $121,196-86.3% | $55,725-70.3% |
| Participation rate | 86.0% | 61.2%+24.7pp | 71.7%+14.2pp | 70.9%+15.1pp |
| Annual return | -6.33% | -0.96%-5.4pp | 16.93%-23.3pp | 244.93%-251.3pp |
| Employer contribution / active EE | $665 | $1,295-48.6% | $4,022-83.5% | $2,078-68.0% |
| Participant deferral / active EE | $1,773 | $2,439-27.3% | $3,344-47.0% | $3,356-47.2% |
| Admin fee / account holder | $159 | $95+67.0% | $5,019-96.8% | $115+37.9% |