Filed December 29, 2015
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 | $73,614 | $68,544+7.4% | $115,752-36.4% | $69,631+5.7% |
| Participation rate | 86.6% | 74.0%+12.7pp | 77.8%+8.9pp | 70.7%+16.0pp |
| Annual return | 14.48% | 20.97%-6.5pp | 19.41%-4.9pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $2,367 | $2,400-1.4% | $3,492-32.2% | $2,032+16.5% |
| Participant deferral / active EE | $6,198 | $3,887+59.5% | $5,204+19.1% | $3,224+92.3% |
| Admin fee / account holder | $0 | $90-100.0% | $6,278-100.0% | $110-100.0% |