Filed October 5, 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.
Employer contribution per participant 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 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 | $10,783 | $102,514-89.5% | $97,995-89.0% | $62,292-82.7% |
| Participation rate | 91.1% | 79.5%+11.6pp | 82.4%+8.7pp | 69.5%+21.5pp |
| Annual return | 24.39% | 32.43%-8.0pp | 23.94%+0.5pp | 28.90%-4.5pp |
| Employer contribution / active EE | $427 | $3,689-88.4% | $4,158-89.7% | $2,042-79.1% |
| Participant deferral / active EE | $2,494 | $5,308-53.0% | $5,097-51.1% | $3,169-21.3% |
| Admin fee / account holder | $4 | $378-98.9% | $5,943-99.9% | $479-99.1% |