Filed September 18, 2018
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,780 | $80,177-60.4% | $123,892-74.3% | $57,658-44.9% |
| Participation rate | 98.7% | 74.4%+24.3pp | 81.4%+17.3pp | 70.2%+28.5pp |
| Annual return | 8.44% | 17.90%-9.5pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,553 | $2,913-46.7% | $4,617-66.4% | $1,974-21.3% |
| Participant deferral / active EE | $1,518 | $5,130-70.4% | $5,984-74.6% | $3,061-50.4% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |