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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,236 | $87,621+3.0% | $86,436+4.4% | $77,904+15.8% |
| Participation rate | 99.3% | 85.8%+13.5pp | 80.3%+19.0pp | 73.7%+25.7pp |
| Annual return | 0.88% | -13.90%+14.8pp | 4394.89%-4394.0pp | 12.21%-11.3pp |
| Employer contribution / active EE | $3,736 | $3,474+7.6% | $3,769-0.9% | $2,848+31.2% |
| Participant deferral / active EE | $0 | $8,645-100.0% | $6,952-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $85-100.0% | $6,731-100.0% | $133-100.0% |