Filed March 10, 2015
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,972 | $73,102+107.9% | $123,544+23.0% | $56,287+170.0% |
| Participation rate | 98.4% | 74.3%+24.1pp | 82.3%+16.1pp | 69.9%+28.6pp |
| Annual return | 1.30% | 3.01%-1.7pp | 119.20%-117.9pp | -9.96%+11.3pp |
| Employer contribution / active EE | $12,107 | $2,977+306.7% | $4,628+161.6% | $2,111+473.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |