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 | $52,288 | $102,553-49.0% | $151,611-65.5% | $66,914-21.9% |
| Participation rate | 88.1% | 85.5%+2.6pp | 87.5%+0.7pp | 69.8%+18.3pp |
| Annual return | -15.46% | -10.82%-4.6pp | 3.33%-18.8pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,671 | $4,180-60.0% | $6,166-72.9% | $2,544-34.3% |
| Participant deferral / active EE | $2,996 | $6,641-54.9% | $8,363-64.2% | $4,237-29.3% |
| Admin fee / account holder | $4 | $630-99.4% | $11,616-100.0% | $593-99.4% |