Filed January 19, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,861 | $67,166-67.5% | $57,343-61.9% | $55,191-60.4% |
| Participation rate | 84.0% | 77.7%+6.2pp | 75.1%+8.9pp | 69.2%+14.8pp |
| Annual return | 16.75% | 4.22%+12.5pp | 24.39%-7.6pp | 10.78%+6.0pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,664 | $2,835-41.3% | $3,162-47.4% | $3,046-45.4% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |