Filed March 6, 2017
Total covered: 2 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 7-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.
See 1 actuary disclosure. $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $317,036-100.0% | $157,433-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 13.0%-13.0pp |
| Annual return | 8.37% | 10.33%-2.0pp | 10.27%-1.9pp | 13.59%-5.2pp |
| Employer contribution / active EE | $5,476 | $8,298-34.0% | $19,104-71.3% | $14,592-62.5% |
| Participant deferral / active EE | $0 | $31-100.0% | $15-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $12,160-100.0% | $29,657-100.0% |