Filed November 14, 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 | $133,986 | $84,948+57.7% | $70,449+90.2% | $73,409+82.5% |
| Participation rate | 99.0% | 79.9%+19.0pp | 75.1%+23.9pp | 72.2%+26.8pp |
| Annual return | 11.91% | 13.39%-1.5pp | 109.03%-97.1pp | 59.29%-47.4pp |
| Employer contribution / active EE | $3,060 | $2,834+8.0% | $2,737+11.8% | $2,234+37.0% |
| Participant deferral / active EE | $4,558 | $3,387+34.6% | $3,709+22.9% | $3,805+19.8% |
| Admin fee / account holder | $170 | $98+73.1% | $3,845-95.6% | $158+7.5% |