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.
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 | $21,893 | $58,927-62.8% | $76,817-71.5% | $72,985-70.0% |
| Participation rate | 93.4% | 67.3%+26.1pp | 72.1%+21.3pp | 69.5%+23.9pp |
| Annual return | 16.55% | 2305.64%-2289.1pp | 1166.11%-1149.6pp | 81.00%-64.5pp |
| Employer contribution / active EE | $480 | $1,787-73.1% | $2,302-79.1% | $2,440-80.3% |
| Participant deferral / active EE | $1,584 | $2,690-41.1% | $3,336-52.5% | $3,607-56.1% |
| Admin fee / account holder | $249 | $4,013-93.8% | $6,420-96.1% | $5,124-95.1% |