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 | $58,573 | $130,194-55.0% | $169,993-65.5% | $71,457-18.0% |
| Participation rate | 86.9% | 86.1%+0.7pp | 87.0%-0.1pp | 67.9%+18.9pp |
| Annual return | 15.66% | 20.37%-4.7pp | 53.37%-37.7pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,738 | $4,381-60.3% | $6,785-74.4% | $2,588-32.8% |
| Participant deferral / active EE | $3,292 | $6,923-52.5% | $10,408-68.4% | $4,289-23.2% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |