Filed October 13, 2017
Total covered: 15 employees
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,663 | $86,897-80.8% | $151,611-89.0% | $64,808-74.3% |
| Participation rate | 83.2% | 87.3%-4.1pp | 87.5%-4.3pp | 71.5%+11.7pp |
| Annual return | -16.13% | -3.57%-12.6pp | 3.33%-19.5pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,940 | $4,010-51.6% | $6,166-68.5% | $2,506-22.6% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |