Filed June 22, 2015
Total covered: 6 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 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,313 | $153,772-18.5% | $133,980-6.5% | $273,961-54.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.39% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,444 | $6,029-42.9% | $5,211-33.9% | $4,869-29.3% |
| Participant deferral / active EE | $3,533 | $6,958-49.2% | $6,282-43.8% | $5,287-33.2% |
| Admin fee / account holder | $187 | $11,765-98.4% | $9,324-98.0% | $10,132-98.2% |