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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $602 | $78,485-99.2% | $106,213-99.4% | $74,495-99.2% |
| Participation rate | 96.5% | 72.8%+23.6pp | 75.3%+21.2pp | 67.2%+29.3pp |
| Annual return | -96.47% | 15.95%-112.4pp | 116.14%-212.6pp | 1364.94%-1461.4pp |
| Employer contribution / active EE | $2,128 | $2,523-15.6% | $3,171-32.9% | $2,623-18.9% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |