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.
Annual investment return 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 | $136,625 | $72,492+88.5% | $87,100+56.9% | $72,985+87.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 4.45% | 24.46%-20.0pp | 28.19%-23.7pp | 81.00%-76.6pp |
| Employer contribution / active EE | $3,830 | $1,894+102.3% | $2,521+51.9% | $2,440+57.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $9 | $5,055-99.8% | $7,497-99.9% | $5,124-99.8% |