Filed January 3, 2017 (most recent of 4 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,491 | $94,529-70.9% | $140,016-80.4% | $64,186-57.2% |
| Participation rate | 89.5% | 84.1%+5.4pp | 87.5%+2.0pp | 69.6%+19.9pp |
| Annual return | -13.30% | 7.77%-21.1pp | 651.12%-664.4pp | 7.63%-20.9pp |
| Employer contribution / active EE | $1,118 | $3,812-70.7% | $5,606-80.1% | $2,381-53.0% |
| Participant deferral / active EE | $1,320 | $5,250-74.9% | $6,927-80.9% | $3,470-62.0% |
| Admin fee / account holder | $6,712 | $6,741-0.4% | $10,705-37.3% | $4,888+37.3% |