Filed June 7, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,264 | $71,516-70.3% | $98,439-78.4% | $71,457-70.2% |
| Participation rate | 99.4% | 72.7%+26.7pp | 75.2%+24.3pp | 67.9%+31.5pp |
| Annual return | 37.41% | 32.41%+5.0pp | 21.16%+16.3pp | 28.85%+8.6pp |
| Employer contribution / active EE | $3,942 | $2,399+64.3% | $3,048+29.3% | $2,588+52.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |