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 | $147,734 | $128,899+14.6% | $113,168+30.5% | $102,872+43.6% |
| Participation rate | 96.8% | 87.0%+9.7pp | 76.6%+20.2pp | 73.0%+23.7pp |
| Annual return | 15.15% | 15.88%-0.7pp | 24.27%-9.1pp | 19.06%-3.9pp |
| Employer contribution / active EE | $5,568 | $3,713+50.0% | $2,975+87.1% | $3,526+57.9% |
| Participant deferral / active EE | $8,826 | $6,787+30.0% | $5,107+72.8% | $5,535+59.5% |
| Admin fee / account holder | $0 | $129-100.0% | $12,068-100.0% | $292-100.0% |