Filed December 21, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $314,202 | $41,467+657.7% | $67,313+366.8% | $55,725+463.8% |
| Participation rate | 96.2% | 62.5%+33.7pp | 69.1%+27.1pp | 70.9%+25.4pp |
| Annual return | 289.75% | 0.82%+288.9pp | -4.08%+293.8pp | 244.93%+44.8pp |
| Employer contribution / active EE | $2,716 | $1,316+106.4% | $2,566+5.9% | $2,078+30.7% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $4,507-100.0% | $115-100.0% |