Filed December 21, 2016
Total covered: 1,658 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,831 | $72,254+202.9% | $86,677+152.5% | $64,808+237.7% |
| Participation rate | 98.8% | 80.4%+18.4pp | 76.6%+22.3pp | 71.5%+27.4pp |
| Annual return | -15.76% | 392.42%-408.2pp | 35.91%-51.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $10,156 | $2,393+324.4% | $2,836+258.1% | $2,506+305.3% |
| Participant deferral / active EE | $12,310 | $4,658+164.3% | $4,656+164.4% | $4,310+185.6% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |