Filed August 21, 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 | $66,331 | $51,466+28.9% | $78,778-15.8% | $62,292+6.5% |
| Participation rate | 77.2% | 59.8%+17.4pp | 69.2%+8.0pp | 69.5%+7.7pp |
| Annual return | 14.42% | 19.96%-5.5pp | 35.62%-21.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,329 | $827+60.7% | $1,986-33.1% | $2,042-34.9% |
| Participant deferral / active EE | $2,366 | $2,147+10.2% | $2,958-20.0% | $3,169-25.3% |
| Admin fee / account holder | $251 | $489-48.7% | $5,134-95.1% | $479-47.6% |