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 | $135,593 | $71,883+88.6% | $86,677+56.4% | $68,494+98.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 7.53% | 3.52%+4.0pp | 35.91%-28.4pp | -7.84%+15.4pp |
| Employer contribution / active EE | $3,843 | $2,173+76.9% | $2,836+35.5% | $2,596+48.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3 | $6,112-99.9% | $7,493-100.0% | $5,403-99.9% |