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 | $235,370 | $99,078+137.6% | $96,544+143.8% | $74,419+216.3% |
| Participation rate | 99.7% | 80.7%+19.1pp | 76.0%+23.8pp | 70.7%+29.0pp |
| Annual return | 16.14% | 22.48%-6.3pp | 25.84%-9.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $9,981 | $2,570+288.3% | $2,965+236.6% | $2,637+278.4% |
| Participant deferral / active EE | $11,075 | $4,933+124.5% | $4,851+128.3% | $4,528+144.6% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |