Filed March 26, 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,577 | $109,359-51.0% | $162,163-67.0% | $72,985-26.6% |
| Participation rate | 98.7% | 84.3%+14.5pp | 87.6%+11.2pp | 69.5%+29.2pp |
| Annual return | 10.32% | 25.46%-15.1pp | 115.59%-105.3pp | 81.00%-70.7pp |
| Employer contribution / active EE | $5,089 | $3,907+30.2% | $5,614-9.4% | $2,440+108.6% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |