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 | $139,537 | $176,491-20.9% | $95,952+45.4% | $90,288+54.5% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 13.43% | 20.14%-6.7pp | 91.61%-78.2pp | 53.97%-40.5pp |
| Employer contribution / active EE | $4,299 | $2,789+54.2% | $2,541+69.2% | $2,524+70.3% |
| Participant deferral / active EE | $8,754 | $5,340+63.9% | $4,167+110.1% | $4,232+106.8% |
| Admin fee / account holder | $0 | $154-100.0% | $6,795-100.0% | $114-100.0% |