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 | $131,838 | $78,422+68.1% | $95,952+37.4% | $79,858+65.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 1.20% | 19.37%-18.2pp | 91.61%-90.4pp | 31.71%-30.5pp |
| Employer contribution / active EE | $3,766 | $1,945+93.6% | $2,541+48.2% | $2,471+52.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |