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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,974 | $100,227-83.1% | $169,993-90.0% | $74,419-77.2% |
| Participation rate | 84.7% | 87.3%-2.6pp | 87.0%-2.3pp | 70.7%+14.0pp |
| Annual return | 8.54% | 66.08%-57.5pp | 53.37%-44.8pp | 34.38%-25.8pp |
| Employer contribution / active EE | $2,104 | $4,263-50.7% | $6,785-69.0% | $2,637-20.2% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $234-100.0% | $12,815-100.0% | $348-100.0% |