Filed November 17, 2017
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,809 | $43,504-54.5% | $68,793-71.2% | $56,287-64.8% |
| Participation rate | 81.3% | 67.8%+13.4pp | 72.2%+9.0pp | 69.9%+11.4pp |
| Annual return | -5.06% | -3.15%-1.9pp | -4.63%-0.4pp | -9.96%+4.9pp |
| Employer contribution / active EE | $390 | $1,525-74.4% | $2,625-85.1% | $2,111-81.5% |
| Participant deferral / active EE | $1,157 | $2,509-53.9% | $3,311-65.1% | $3,350-65.5% |
| Admin fee / account holder | $262 | $515-49.1% | $5,131-94.9% | $521-49.7% |