Filed July 14, 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 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 | $63,715 | $52,467+21.4% | $57,179+11.4% | $55,167+15.5% |
| Participation rate | 96.4% | 75.8%+20.5pp | 75.3%+21.0pp | 69.0%+27.4pp |
| Annual return | 6.57% | 7.72%-1.1pp | 14.59%-8.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,955 | $2,477+19.3% | $2,682+10.1% | $1,963+50.5% |
| Participant deferral / active EE | $3,624 | $2,830+28.1% | $3,096+17.1% | $3,054+18.7% |
| Admin fee / account holder | $133 | $269-50.6% | $3,139-95.8% | $504-73.6% |