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 | $54,464 | $123,793-56.0% | $177,821-69.4% | $79,858-31.8% |
| Participation rate | 98.8% | 84.7%+14.1pp | 87.7%+11.1pp | 69.6%+29.2pp |
| Annual return | 3.64% | 22.82%-19.2pp | 48.32%-44.7pp | 31.71%-28.1pp |
| Employer contribution / active EE | $5,205 | $4,095+27.1% | $5,918-12.1% | $2,471+110.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |