Filed December 1, 2016 (most recent of 2 filings on file)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,279 | $49,227+4.2% | $70,449-27.2% | $79,858-35.8% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 14.74% | 30.06%-15.3pp | 109.03%-94.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,151 | $2,099+50.1% | $2,737+15.1% | $2,471+27.5% |
| Participant deferral / active EE | $3,146 | $2,768+13.7% | $3,709-15.2% | $3,740-15.9% |
| Admin fee / account holder | $100 | $2,878-96.5% | $3,845-97.4% | $5,306-98.1% |