Filed February 25, 2016
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.
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 | $75,318 | $68,408+10.1% | $57,179+31.7% | $57,658+30.6% |
| Participation rate | 99.6% | 79.1%+20.5pp | 75.3%+24.3pp | 70.2%+29.4pp |
| Annual return | 6.56% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $4,423 | $2,869+54.2% | $2,682+64.9% | $1,974+124.1% |
| Participant deferral / active EE | $3,994 | $2,903+37.6% | $3,096+29.0% | $3,061+30.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |