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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $33,677 | $95,542-64.8% | $69,455-51.5% | $67,579-50.2% |
| Participation rate | 24.0% | 79.4%-55.4pp | 74.6%-50.6pp | 71.3%-47.3pp |
| Annual return | 19.42% | 17.67%+1.8pp | 28.97%-9.5pp | 378.56%-359.1pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $949 | $3,263-70.9% | $3,535-73.1% | $3,539-73.2% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |