Filed September 13, 2017
Total covered: 78 employees
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,966 | $211,459+2.6% | $119,258+81.9% | $93,030+133.2% |
| Participation rate | 99.1% | 94.1%+5.0pp | 82.7%+16.4pp | 73.9%+25.2pp |
| Annual return | 30.85% | 39.10%-8.2pp | 30.69%+0.2pp | 158.70%-127.9pp |
| Employer contribution / active EE | $6,867 | $5,958+15.3% | $4,384+56.6% | $2,706+153.8% |
| Participant deferral / active EE | $6,458 | $9,654-33.1% | $6,111+5.7% | $4,562+41.5% |
| Admin fee / account holder | $0 | $124-100.0% | $7,226-100.0% | $152-100.0% |