Filed June 24, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,439 | $62,586+126.0% | $76,768+84.2% | $64,186+120.4% |
| Participation rate | 95.1% | 72.8%+22.2pp | 77.0%+18.1pp | 69.6%+25.5pp |
| Annual return | 7.67% | -1.95%+9.6pp | 2.43%+5.2pp | 7.63%0pp |
| Employer contribution / active EE | $3,611 | $1,832+97.1% | $2,485+45.3% | $2,381+51.7% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8 | $4,667-99.8% | $6,675-99.9% | $4,888-99.8% |