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 7-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.
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 | $17,235 | $144,604-88.1% | $88,497-80.5% | $63,975-73.1% |
| Participation rate | 94.8% | 91.8%+2.9pp | 82.4%+12.4pp | 71.1%+23.6pp |
| Annual return | 24.08% | 9.63%+14.5pp | 7.63%+16.5pp | 48.65%-24.6pp |
| Employer contribution / active EE | $3,010 | $4,008-24.9% | $4,036-25.4% | $2,182+38.0% |
| Participant deferral / active EE | $0 | $7,027-100.0% | $4,899-100.0% | $3,356-100.0% |
| Admin fee / account holder | -$2 | $78-102.4% | $6,220-100.0% | $70-102.7% |