Filed November 30, 2015 (most recent of 5 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 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,401 | $89,739-20.4% | $149,718-52.3% | $62,292+14.6% |
| Participation rate | 91.4% | 85.1%+6.3pp | 87.1%+4.4pp | 69.5%+21.9pp |
| Annual return | 18.46% | 21.01%-2.6pp | 1501.63%-1483.2pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,805 | $3,233-44.2% | $5,445-66.9% | $2,042-11.6% |
| Participant deferral / active EE | $4,582 | $4,797-4.5% | $6,569-30.3% | $3,169+44.6% |
| Admin fee / account holder | $11 | $551-97.9% | $11,283-99.9% | $479-97.6% |