Filed January 4, 2018 (most recent of 3 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,215 | $136,307-64.6% | $177,821-72.9% | $73,488-34.4% |
| Participation rate | 88.1% | 86.1%+2.0pp | 87.7%+0.3pp | 70.7%+17.4pp |
| Annual return | 15.80% | 18.68%-2.9pp | 48.32%-32.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,572 | $3,712-57.7% | $5,918-73.4% | $2,270-30.8% |
| Participant deferral / active EE | $3,003 | $5,829-48.5% | $7,714-61.1% | $3,740-19.7% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |