Filed October 24, 2014
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.
Annual investment return 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 | $93,308 | $86,338+8.1% | $91,989+1.4% | $77,787+20.0% |
| Participation rate | 99.9% | 82.9%+16.9pp | 78.6%+21.2pp | 73.2%+26.6pp |
| Annual return | 15.98% | 29.65%-13.7pp | 69.02%-53.0pp | 32.57%-16.6pp |
| Employer contribution / active EE | $2,424 | $2,988-18.9% | $3,452-29.8% | $2,504-3.2% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $5,923-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $7,743-100.0% | $100-100.0% |