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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,193 | $104,697+13.8% | $96,544+23.5% | $80,160+48.7% |
| Participation rate | 98.3% | 86.4%+12.0pp | 76.0%+22.4pp | 72.9%+25.4pp |
| Annual return | 14.40% | 21.78%-7.4pp | 25.84%-11.4pp | 40.38%-26.0pp |
| Employer contribution / active EE | $4,480 | $3,536+26.7% | $2,965+51.1% | $2,978+50.5% |
| Participant deferral / active EE | $7,604 | $6,188+22.9% | $4,851+56.7% | $5,017+51.5% |
| Admin fee / account holder | $0 | $107-100.0% | $8,252-100.0% | $145-100.0% |