Filed November 17, 2017
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 | $56,822 | $38,969+45.8% | $109,313-48.0% | $55,167+3.0% |
| Participation rate | 78.2% | 58.2%+19.9pp | 71.3%+6.9pp | 69.0%+9.2pp |
| Annual return | 5.75% | 8.26%-2.5pp | 22.07%-16.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,887 | $1,227+53.8% | $3,892-51.5% | $1,963-3.9% |
| Participant deferral / active EE | $3,360 | $2,176+54.4% | $3,166+6.1% | $3,054+10.0% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |