Filed December 27, 2018 (most recent of 9 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,035,913 | $88,982+1064.2% | $102,438+911.3% | $77,671+1233.7% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.5%+22.3pp | 70.6%+28.2pp |
| Annual return | 20.71% | 25.01%-4.3pp | 29.37%-8.7pp | 31.21%-10.5pp |
| Employer contribution / active EE | $505 | $2,698-81.3% | $3,024-83.3% | $2,726-81.5% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |