Filed January 4, 2018
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,055 | $39,122+127.6% | $57,179+55.7% | $62,891+41.6% |
| Participation rate | 93.0% | 70.5%+22.5pp | 75.3%+17.7pp | 69.3%+23.7pp |
| Annual return | 7.01% | 9.23%-2.2pp | 14.59%-7.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $4,240 | $1,874+126.2% | $2,682+58.1% | $2,281+85.9% |
| Participant deferral / active EE | $4,913 | $2,374+107.0% | $3,096+58.7% | $3,203+53.4% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |