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.
Participant 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 | $982,004 | $73,404+1237.8% | $87,100+1027.4% | $67,579+1353.1% |
| Participation rate | 99.6% | 80.9%+18.7pp | 76.9%+22.7pp | 71.3%+28.3pp |
| Annual return | 25.81% | 48.29%-22.5pp | 28.19%-2.4pp | 378.56%-352.7pp |
| Employer contribution / active EE | $2,014 | $2,0140% | $2,521-20.1% | $2,148-6.2% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |