Filed February 23, 2018 (most recent of 2 filings on file)
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 6-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.
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,987 | $65,376-95.4% | $87,100-96.6% | $65,185-95.4% |
| Participation rate | 99.3% | 75.3%+24.0pp | 76.9%+22.5pp | 70.2%+29.1pp |
| Annual return | 0.00% | 31.27%-31.3pp | 28.19%-28.2pp | 29.38%-29.4pp |
| Employer contribution / active EE | $12,818 | $1,822+603.4% | $2,521+408.4% | $2,177+488.9% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |